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Cornerstone National Bank & Trust’s Vertiv VRT Stock Holding History

Cornerstone National Bank & Trust’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
-200
Closed -$19.9K – 169
2024
Q3 		$19.9K Buy
+200
New +$16.6K 0.01% 121

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

Cornerstone National Bank & Trust's VRT Position: Q4 2024 in Review

Cornerstone National Bank & Trust sold out of Vertiv (VRT) in Q4 2024, closing a stake of 200 shares — an estimated $19.9K sold.

Cornerstone National Bank & Trust first reported a position in VRT in Q3 2024 and held it in 1 quarter. The position peaked at $19.9K in Q3 2024. 1,201 funds tracked by Wall St. Rank hold VRT as of Q4 2024.

  • Cornerstone National Bank & Trust reported no remaining Vertiv position as of Q4 2024 after selling out during the quarter.
  • Cornerstone National Bank & Trust sold 200 Vertiv shares in Q4 2024, an estimated $19.9K.
  • Cornerstone National Bank & Trust first reported a position in Vertiv in Q3 2024 and held it in 1 quarter.
  • Cornerstone National Bank & Trust's Vertiv position peaked at $19.9K in Q3 2024.
  • 1,201 funds tracked by Wall St. Rank held Vertiv as of Q4 2024.

Based on Cornerstone National Bank & Trust's 13F filing for Q4 2024, filed 28 Jan 2026.