CAAS
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Capital Asset Advisory Services’s Vertiv VRT Stock Holding History

Capital Asset Advisory Services’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-42
Closed -$1K – 1485
2020
Q4 		$1K Buy
+42
New +$773 ﹤0.01% 1567

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NSCM
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BC
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Capital Asset Advisory Services's VRT Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Vertiv (VRT) in Q1 2021, closing a stake of 42 shares — an estimated $1K sold.

Capital Asset Advisory Services first reported a position in VRT in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 278 funds tracked by Wall St. Rank hold VRT as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Vertiv position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 42 Vertiv shares in Q1 2021, an estimated $1K.
  • Capital Asset Advisory Services first reported a position in Vertiv in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Vertiv position peaked at $1K in Q4 2020.
  • 278 funds tracked by Wall St. Rank held Vertiv as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.