FAIM
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Financial Advocates Investment Management’s Vertiv VRT Stock Holding History

Financial Advocates Investment 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
2025
Q1 		– Sell
-2,203
Closed -$250K – 798
2024
Q4 		$250K Buy
2,203
+96
+5% +$11.4K 0.01% 646
2024
Q3 		$210K Buy
+2,107
New +$175K 0.01% 701

Other funds holding VRT

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 $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Financial Advocates Investment Management's VRT Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Vertiv (VRT) in Q1 2025, closing a stake of 2,203 shares — an estimated $250K sold.

Financial Advocates Investment Management first reported a position in VRT in Q3 2024 and held it in 2 quarters. The position peaked at $250K in Q4 2024. 1,148 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,203 Vertiv shares in Q1 2025, an estimated $250K.
  • Financial Advocates Investment Management first reported a position in Vertiv in Q3 2024 and held it in 2 quarters.
  • Financial Advocates Investment Management's Vertiv position peaked at $250K in Q4 2024.
  • 1,148 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.