Lee Financial’s VERITIV CORPORATION VRTV Stock Holding History

Lee Financial’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	-16	Closed	-$2.7K	–	942
2023 Q3	$2.7K	Hold	16	–	–	﹤0.01%	625
2023 Q2	$2.01K	Sell	16 -14	-47%	-$1.64K	﹤0.01%	662
2023 Q1	$4.05K	Buy	30 +14	+88%	+$1.79K	﹤0.01%	563
2022 Q4	$1.95K	Hold	16	–	–	﹤0.01%	700
2022 Q3	$2K	Hold	16	–	–	﹤0.01%	726
2022 Q2	$2K	Sell	16 -9	-36%	-$1.23K	﹤0.01%	755
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	607
2021 Q4	$3K	Sell	25 -4	-14%	-$481	﹤0.01%	694
2021 Q3	$3K	Hold	29	–	–	﹤0.01%	576
2021 Q2	$2K	Buy	+29	New	+$1.51K	﹤0.01%	639

Other funds holding VRTV

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Lee Financial's VRTV Position: Q4 2023 in Review

Lee Financial sold out of VERITIV CORPORATION (VRTV) in Q4 2023, closing a stake of 16 shares — an estimated $2.7K sold.

Lee Financial first reported a position in VRTV in Q2 2021 and held it in 10 quarters. The position peaked at $4.05K in Q1 2023. 3 funds tracked by Wall St. Rank hold VRTV as of Q4 2023.

Lee Financial reported no remaining VERITIV CORPORATION position as of Q4 2023 after selling out during the quarter.
Lee Financial sold 16 VERITIV CORPORATION shares in Q4 2023, an estimated $2.7K.
Lee Financial first reported a position in VERITIV CORPORATION in Q2 2021 and held it in 10 quarters.
Lee Financial's VERITIV CORPORATION position peaked at $4.05K in Q1 2023.
3 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.