JFS Wealth Advisors’s VERITIV CORPORATION VRTV Stock Holding History

JFS Wealth Advisors’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	-2	Closed	-$338	–	2057
2023 Q3	$338	Hold	2	–	–	﹤0.01%	1803
2023 Q2	$252	Hold	2	–	–	﹤0.01%	1851
2023 Q1	$271	Buy	2 +1	+100%	+$128	﹤0.01%	1792
2022 Q4	$122	Sell	1 -1	-50%	-$121	﹤0.01%	1871
2022 Q3	$0	Buy	+2	New	+$238	﹤0.01%	1971

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

JFS Wealth Advisors's VRTV Position: Q4 2023 in Review

JFS Wealth Advisors sold out of VERITIV CORPORATION (VRTV) in Q4 2023, closing a stake of 2 shares — an estimated $338 sold.

JFS Wealth Advisors first reported a position in VRTV in Q3 2022 and held it in 5 quarters. The position peaked at $338 in Q3 2023. 3 funds tracked by Wall St. Rank hold VRTV as of Q4 2023.

JFS Wealth Advisors reported no remaining VERITIV CORPORATION position as of Q4 2023 after selling out during the quarter.
JFS Wealth Advisors sold 2 VERITIV CORPORATION shares in Q4 2023, an estimated $338.
JFS Wealth Advisors first reported a position in VERITIV CORPORATION in Q3 2022 and held it in 5 quarters.
JFS Wealth Advisors's VERITIV CORPORATION position peaked at $338 in Q3 2023.
3 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.