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Cetera Advisor Networks’s Vertiv VRT Stock Holding History

Cetera Advisor Networks’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
Q1 		$1.1M Buy
13,437
+2,343
+21% +$147K 0.01% 1402
2023
Q4 		$533K Buy
11,094
+1,291
+13% +$55K ﹤0.01% 1826
2023
Q3 		$365K Buy
+9,803
New +$323K ﹤0.01% 2003

Other funds holding VRT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cetera Advisor Networks's VRT Position: Q1 2024 in Review

Cetera Advisor Networks increased its Vertiv (VRT) stake by 21% in Q1 2024, buying an estimated $147K and bringing the position to 13,437 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1402.

Cetera Advisor Networks first reported a position in VRT in Q3 2023 and has held it in 3 quarters since. 761 funds tracked by Wall St. Rank hold VRT as of Q1 2024.

  • Cetera Advisor Networks held 13,437 shares of Vertiv worth $1.1M as of Q1 2024.
  • Cetera Advisor Networks bought 2,343 Vertiv shares in Q1 2024, an estimated $147K.
  • Vertiv made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1402 holding.
  • Cetera Advisor Networks first reported a position in Vertiv in Q3 2023 and has held it in 3 quarters since.
  • 761 funds tracked by Wall St. Rank held Vertiv as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.