JP Morgan Private Wealth Advisors’s Vertiv VRT Stock Holding History

JP Morgan Private Wealth Advisors’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
2022 Q3	–	Sell	-10,000	Closed	-$82K	–	1986
2022 Q2	$82K	Sell	10,000 -15	-0.1%	-$170	﹤0.01%	1879
2022 Q1	$140K	Sell	10,015 -1,381	-12%	-$24.6K	﹤0.01%	1942
2021 Q4	$285K	Buy	11,396 +690	+6%	+$17.3K	﹤0.01%	1763
2021 Q3	$258K	Buy	10,706 +310	+3%	+$8.24K	﹤0.01%	1756
2021 Q2	$284K	Buy	10,396 +15	+0.1%	+$359	﹤0.01%	1692
2021 Q1	$208K	Buy	10,381 +381	+4%	+$7.69K	﹤0.01%	1674
2020 Q4	$187K	Hold	10,000	–	–	﹤0.01%	1653
2020 Q3	$173K	Hold	10,000	–	–	﹤0.01%	1533
2020 Q2	$136K	Hold	10,000	–	–	﹤0.01%	1499
2020 Q1	$87K	Buy	+10,000	New	+$110K	﹤0.01%	1372

Other funds holding VRT

PEA

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VRT Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of Vertiv (VRT) in Q3 2022, closing a stake of 10,000 shares — an estimated $82K sold.

JP Morgan Private Wealth Advisors first reported a position in VRT in Q1 2020 and held it in 10 quarters. The position peaked at $285K in Q4 2021. 254 funds tracked by Wall St. Rank hold VRT as of Q3 2022.

JP Morgan Private Wealth Advisors reported no remaining Vertiv position as of Q3 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,000 Vertiv shares in Q3 2022, an estimated $82K.
JP Morgan Private Wealth Advisors first reported a position in Vertiv in Q1 2020 and held it in 10 quarters.
JP Morgan Private Wealth Advisors's Vertiv position peaked at $285K in Q4 2021.
254 funds tracked by Wall St. Rank held Vertiv as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.