Cetera Advisors’s Vertiv VRT Stock Holding History

Cetera Advisors’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	$756K	Buy	9,252 +2,695	+41%	+$169K	0.01%	1313
2023 Q4	$315K	Buy	+6,557	New	+$279K	﹤0.01%	1392

Other funds holding VRT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cetera Advisors's VRT Position: Q1 2024 in Review

Cetera Advisors increased its Vertiv (VRT) stake by 41% in Q1 2024, buying an estimated $169K and bringing the position to 9,252 shares worth $756K. The position accounts for 0.01% of the portfolio, ranked #1313.

Cetera Advisors first reported a position in VRT in Q4 2023 and has held it in 2 quarters since. 760 funds tracked by Wall St. Rank hold VRT as of Q1 2024.

Cetera Advisors held 9,252 shares of Vertiv worth $756K as of Q1 2024.
Cetera Advisors bought 2,695 Vertiv shares in Q1 2024, an estimated $169K.
Vertiv made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1313 holding.
Cetera Advisors first reported a position in Vertiv in Q4 2023 and has held it in 2 quarters since.
760 funds tracked by Wall St. Rank held Vertiv as of Q1 2024.

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