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Future Financial Wealth Management’s Vertiv VRT Stock Holding History

Future Financial 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
2024
Q4 		– Sell
-10
Closed -$995 – 473
2024
Q3 		$995 Buy
+10
New +$829 ﹤0.01% 445
2024
Q2 		– Sell
-10
Closed -$817 – 463
2024
Q1 		$817 Buy
+10
New +$628 ﹤0.01% 476
2022
Q2 		– Sell
-10
Closed – – 469
2022
Q1 		$0 Hold
10
– – ﹤0.01% 562
2021
Q4 		$0 Buy
+10
New +$250 ﹤0.01% 543

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Future Financial Wealth Management's VRT Position: Q4 2024 in Review

Future Financial Wealth Management sold out of Vertiv (VRT) in Q4 2024, closing a stake of 10 shares — an estimated $995 sold.

Future Financial Wealth Management first reported a position in VRT in Q4 2021 and held it in 4 quarters. The position peaked at $995 in Q3 2024. 1,201 funds tracked by Wall St. Rank hold VRT as of Q4 2024.

  • Future Financial Wealth Management reported no remaining Vertiv position as of Q4 2024 after selling out during the quarter.
  • Future Financial Wealth Management sold 10 Vertiv shares in Q4 2024, an estimated $995.
  • Future Financial Wealth Management first reported a position in Vertiv in Q4 2021 and held it in 4 quarters.
  • Future Financial Wealth Management's Vertiv position peaked at $995 in Q3 2024.
  • 1,201 funds tracked by Wall St. Rank held Vertiv as of Q4 2024.

Based on Future Financial Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.