EWA
VRTV

EverSource Wealth Advisors’s VERITIV CORPORATION VRTV Stock Holding History

EverSource Wealth Advisors’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
-86
Closed -$14.5K – 2770
2023
Q3 		$14.5K Hold
86
– – ﹤0.01% 1252
2023
Q2 		$10.8K Hold
86
– – ﹤0.01% 1403
2023
Q1 		$11.6K Hold
86
– – ﹤0.01% 1288
2022
Q4 		$10.5K Hold
86
– – ﹤0.01% 1318
2022
Q3 		$8K Sell
86
-38
-31% -$4.52K ﹤0.01% 1219
2022
Q2 		$13K Hold
124
– – ﹤0.01% 975
2022
Q1 		$17K Hold
124
– – ﹤0.01% 776
2021
Q4 		$16K Buy
+124
New +$14.9K ﹤0.01% 788

Other funds holding VRTV

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

EverSource Wealth Advisors's VRTV Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of VERITIV CORPORATION (VRTV) in Q4 2023, closing a stake of 86 shares — an estimated $14.5K sold.

EverSource Wealth Advisors first reported a position in VRTV in Q4 2021 and held it in 8 quarters. The position peaked at $17K in Q1 2022. 3 funds tracked by Wall St. Rank hold VRTV as of Q4 2023.

  • EverSource Wealth Advisors reported no remaining VERITIV CORPORATION position as of Q4 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 86 VERITIV CORPORATION shares in Q4 2023, an estimated $14.5K.
  • EverSource Wealth Advisors first reported a position in VERITIV CORPORATION in Q4 2021 and held it in 8 quarters.
  • EverSource Wealth Advisors's VERITIV CORPORATION position peaked at $17K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.