JFG Wealth Management’s Vertiv VRT Stock Holding History

JFG 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
2020 Q4	–	Sell	-6,105	Closed	-$106K	–	72
2020 Q3	$106K	Buy	+6,105	New	+$95.6K	0.07%	34

Other funds holding VRT

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

JFG Wealth Management's VRT Position: Q4 2020 in Review

JFG Wealth Management sold out of Vertiv (VRT) in Q4 2020, closing a stake of 6,105 shares — an estimated $106K sold.

JFG Wealth Management first reported a position in VRT in Q3 2020 and held it in 1 quarter. The position peaked at $106K in Q3 2020. 256 funds tracked by Wall St. Rank hold VRT as of Q4 2020.

JFG Wealth Management reported no remaining Vertiv position as of Q4 2020 after selling out during the quarter.
JFG Wealth Management sold 6,105 Vertiv shares in Q4 2020, an estimated $106K.
JFG Wealth Management first reported a position in Vertiv in Q3 2020 and held it in 1 quarter.
JFG Wealth Management's Vertiv position peaked at $106K in Q3 2020.
256 funds tracked by Wall St. Rank held Vertiv as of Q4 2020.

Based on JFG Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.