Focus Partners Advisor Solutions’s VERITIV CORPORATION VRTV Stock Holding History

Focus Partners 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	-5,698	Closed	-$962K	–	478
2023 Q3	$962K	Hold	5,698	–	–	0.05%	172
2023 Q2	$716K	Buy	5,698 +1	+0%	+$117	0.04%	170
2023 Q1	$770K	Hold	5,697	–	–	0.05%	153
2022 Q4	$693K	Buy	+5,697	New	+$690K	0.05%	159

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Focus Partners Advisor Solutions's VRTV Position: Q4 2023 in Review

Focus Partners Advisor Solutions sold out of VERITIV CORPORATION (VRTV) in Q4 2023, closing a stake of 5,698 shares — an estimated $962K sold.

Focus Partners Advisor Solutions first reported a position in VRTV in Q4 2022 and held it in 4 quarters. The position peaked at $962K in Q3 2023. 3 funds tracked by Wall St. Rank hold VRTV as of Q4 2023.

Focus Partners Advisor Solutions reported no remaining VERITIV CORPORATION position as of Q4 2023 after selling out during the quarter.
Focus Partners Advisor Solutions sold 5,698 VERITIV CORPORATION shares in Q4 2023, an estimated $962K.
Focus Partners Advisor Solutions first reported a position in VERITIV CORPORATION in Q4 2022 and held it in 4 quarters.
Focus Partners Advisor Solutions's VERITIV CORPORATION position peaked at $962K in Q3 2023.
3 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2023.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.