MAWCM
VRT icon

Mine & Arao Wealth Creation & Management’s Vertiv VRT Stock Holding History

Mine & Arao Wealth Creation & 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
Q2 		– Sell
-8
Closed -$654 – 355
2024
Q1 		$654 Buy
+8
New +$503 ﹤0.01% 317

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's VRT Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Vertiv (VRT) in Q2 2024, closing a stake of 8 shares — an estimated $654 sold.

Mine & Arao Wealth Creation & Management first reported a position in VRT in Q1 2024 and held it in 1 quarter. The position peaked at $654 in Q1 2024. 906 funds tracked by Wall St. Rank hold VRT as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Vertiv position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 8 Vertiv shares in Q2 2024, an estimated $654.
  • Mine & Arao Wealth Creation & Management first reported a position in Vertiv in Q1 2024 and held it in 1 quarter.
  • Mine & Arao Wealth Creation & Management's Vertiv position peaked at $654 in Q1 2024.
  • 906 funds tracked by Wall St. Rank held Vertiv as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.