Connectus Wealth’s Vertiv VRT Stock Holding History

Connectus Wealth’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
2022 Q2	–	Sell	-95,673	Closed	-$2.39M	–	477
2022 Q1	$2.39M	Sell	95,673 -2,466	-3%	-$43.8K	0.08%	152
2021 Q4	$2.45M	Buy	+98,139	New	+$2.46M	0.09%	125

Other funds holding VRT

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Connectus Wealth's VRT Position: Q2 2022 in Review

Connectus Wealth sold out of Vertiv (VRT) in Q2 2022, closing a stake of 95,673 shares — an estimated $2.39M sold.

Connectus Wealth first reported a position in VRT in Q4 2021 and held it in 2 quarters. The position peaked at $2.45M in Q4 2021. 289 funds tracked by Wall St. Rank hold VRT as of Q2 2022.

Connectus Wealth reported no remaining Vertiv position as of Q2 2022 after selling out during the quarter.
Connectus Wealth sold 95,673 Vertiv shares in Q2 2022, an estimated $2.39M.
Connectus Wealth first reported a position in Vertiv in Q4 2021 and held it in 2 quarters.
Connectus Wealth's Vertiv position peaked at $2.45M in Q4 2021.
289 funds tracked by Wall St. Rank held Vertiv as of Q2 2022.

Based on Connectus Wealth's 13F filing for Q2 2022, filed 8 Aug 2022.