FGAM
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Financial Gravity Asset Management’s Vertiv VRT Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-34
Closed -$2.75K – 2424
2024
Q1 		$2.75K Buy
+34
New +$2.14K ﹤0.01% 1011

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $1.56T AUM 27.86% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Gravity Asset Management's VRT Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Vertiv (VRT) in Q2 2024, closing a stake of 34 shares — an estimated $2.75K sold.

Financial Gravity Asset Management first reported a position in VRT in Q1 2024 and held it in 1 quarter. The position peaked at $2.75K in Q1 2024. 906 funds tracked by Wall St. Rank hold VRT as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Vertiv position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 34 Vertiv shares in Q2 2024, an estimated $2.75K.
  • Financial Gravity Asset Management first reported a position in Vertiv in Q1 2024 and held it in 1 quarter.
  • Financial Gravity Asset Management's Vertiv position peaked at $2.75K in Q1 2024.
  • 906 funds tracked by Wall St. Rank held Vertiv as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.