EWM
VRT icon

Executive Wealth Management’s Vertiv VRT Stock Holding History

Executive Wealth Management’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
2021
Q4 		– Sell
-44,426
Closed -$1.07M – 207
2021
Q3 		$1.07M Buy
44,426
+831
+2% +$22.1K 0.12% 113
2021
Q2 		$1.19M Buy
43,595
+4,798
+12% +$115K 0.13% 114
2021
Q1 		$775K Buy
38,797
+19,685
+103% +$397K 0.09% 119
2020
Q4 		$356K Buy
+19,112
New +$352K 0.04% 134

Other funds holding VRT

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Executive Wealth Management's VRT Position: Q4 2021 in Review

Executive Wealth Management sold out of Vertiv (VRT) in Q4 2021, closing a stake of 44,426 shares — an estimated $1.07M sold.

Executive Wealth Management first reported a position in VRT in Q4 2020 and held it in 4 quarters. The position peaked at $1.19M in Q2 2021. 307 funds tracked by Wall St. Rank hold VRT as of Q4 2021.

  • Executive Wealth Management reported no remaining Vertiv position as of Q4 2021 after selling out during the quarter.
  • Executive Wealth Management sold 44,426 Vertiv shares in Q4 2021, an estimated $1.07M.
  • Executive Wealth Management first reported a position in Vertiv in Q4 2020 and held it in 4 quarters.
  • Executive Wealth Management's Vertiv position peaked at $1.19M in Q2 2021.
  • 307 funds tracked by Wall St. Rank held Vertiv as of Q4 2021.

Based on Executive Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.