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Householder Group Estate & Retirement Specialist’s Vertiv VRT Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$19K Buy
170
+83
+95% +$9.86K 0.01% 297
2024
Q3 		$8K Sell
87
-63
-42% -$5.22K ﹤0.01% 865
2024
Q2 		$12K Buy
+150
New +$13.7K ﹤0.01% 789

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 $1.88B AUM 29.07% 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 $167B AUM 44.17% 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

Householder Group Estate & Retirement Specialist's VRT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its Vertiv (VRT) stake by 95% in Q4 2024, buying an estimated $9.86K and bringing the position to 170 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #297.

Householder Group Estate & Retirement Specialist first reported a position in VRT in Q2 2024 and has held it in 3 quarters since. 1,202 funds tracked by Wall St. Rank hold VRT as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 170 shares of Vertiv worth $19K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist bought 83 Vertiv shares in Q4 2024, an estimated $9.86K.
  • Vertiv made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #297 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Vertiv in Q2 2024 and has held it in 3 quarters since.
  • 1,202 funds tracked by Wall St. Rank held Vertiv as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.