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Cassady Schiller Wealth Management’s Vertiv VRT Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$1.25K Buy
+11
New +$1.31K ﹤0.01% 727

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Cassady Schiller Wealth Management's VRT Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Vertiv (VRT) in Q4 2024: 11 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #727 among its holdings.

1,201 funds tracked by Wall St. Rank hold VRT as of Q4 2024.

  • Cassady Schiller Wealth Management held 11 shares of Vertiv worth $1.25K as of Q4 2024.
  • Vertiv was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Vertiv made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #727 holding.
  • 1,201 funds tracked by Wall St. Rank held Vertiv as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.