DAS
VRTV

Dynamic Advisor Solutions’s VERITIV CORPORATION VRTV Stock Holding History

Dynamic Advisor Solutions’s Portfolio VRTV Stock Details VRTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,138
Closed -$530K – 949
2023
Q3 		$530K Sell
3,138
-184
-6% -$28.5K 0.03% 504
2023
Q2 		$417K Buy
+3,322
New +$389K 0.02% 543

Other funds holding VRTV

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Dynamic Advisor Solutions's VRTV Position: Q4 2023 in Review

Dynamic Advisor Solutions sold out of VERITIV CORPORATION (VRTV) in Q4 2023, closing a stake of 3,138 shares — an estimated $530K sold.

Dynamic Advisor Solutions first reported a position in VRTV in Q2 2023 and held it in 2 quarters. The position peaked at $530K in Q3 2023. 3 funds tracked by Wall St. Rank hold VRTV as of Q4 2023.

  • Dynamic Advisor Solutions reported no remaining VERITIV CORPORATION position as of Q4 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,138 VERITIV CORPORATION shares in Q4 2023, an estimated $530K.
  • Dynamic Advisor Solutions first reported a position in VERITIV CORPORATION in Q2 2023 and held it in 2 quarters.
  • Dynamic Advisor Solutions's VERITIV CORPORATION position peaked at $530K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2023, filed 10 Jan 2024.