JWM
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Janiczek Wealth Management’s Vertiv VRT Stock Holding History

Janiczek 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
Q1 		– Sell
-7
Closed -$337 – 1162
2023
Q4 		$337 Buy
+7
New +$298 ﹤0.01% 1024
2020
Q3 		– Sell
-110
Closed -$1K – 728
2020
Q2 		$1K Buy
+110
New +$1.28K ﹤0.01% 356

Other funds holding VRT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janiczek Wealth Management's VRT Position: Q1 2024 in Review

Janiczek Wealth Management sold out of Vertiv (VRT) in Q1 2024, closing a stake of 7 shares — an estimated $337 sold.

Janiczek Wealth Management first reported a position in VRT in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 760 funds tracked by Wall St. Rank hold VRT as of Q1 2024.

  • Janiczek Wealth Management reported no remaining Vertiv position as of Q1 2024 after selling out during the quarter.
  • Janiczek Wealth Management sold 7 Vertiv shares in Q1 2024, an estimated $337.
  • Janiczek Wealth Management first reported a position in Vertiv in Q2 2020 and held it in 2 quarters.
  • Janiczek Wealth Management's Vertiv position peaked at $1K in Q2 2020.
  • 760 funds tracked by Wall St. Rank held Vertiv as of Q1 2024.

Based on Janiczek Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.