Clear Point Advisors’s Vertiv VRT Stock Holding History

Clear Point 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 Q4	–	Sell	-442	Closed	-$44K	–	518
2024 Q3	$44K	Buy	442 +217	+96%	+$18K	0.03%	207
2024 Q2	$19.5K	Buy	+225	New	+$20.5K	0.02%	270

Other funds holding VRT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Clear Point Advisors's VRT Position: Q4 2024 in Review

Clear Point Advisors sold out of Vertiv (VRT) in Q4 2024, closing a stake of 442 shares — an estimated $44K sold.

Clear Point Advisors first reported a position in VRT in Q2 2024 and held it in 2 quarters. The position peaked at $44K in Q3 2024. 1,201 funds tracked by Wall St. Rank hold VRT as of Q4 2024.

Clear Point Advisors reported no remaining Vertiv position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 442 Vertiv shares in Q4 2024, an estimated $44K.
Clear Point Advisors first reported a position in Vertiv in Q2 2024 and held it in 2 quarters.
Clear Point Advisors's Vertiv position peaked at $44K in Q3 2024.
1,201 funds tracked by Wall St. Rank held Vertiv as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.