Mount Yale Investment Advisors’s Verra Mobility VRRM Stock Holding History

Mount Yale Investment Advisors’s Portfolio VRRM Stock Details VRRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12,660	Closed	-$214K	–	516
2023 Q1	$214K	Sell	12,660 -736	-5%	-$11.8K	0.02%	448
2022 Q4	$185K	Buy	13,396 +219	+2%	+$3.33K	0.02%	437
2022 Q3	$203K	Sell	13,177 -3,747	-22%	-$60.8K	0.03%	421
2022 Q2	$266K	Buy	16,924 +3,435	+25%	+$52.2K	0.03%	381
2022 Q1	$220K	Sell	13,489 -3,015	-18%	-$48.5K	0.02%	431
2021 Q4	$255K	Sell	16,504 -273	-2%	-$4.14K	0.03%	407
2021 Q3	$253K	Buy	16,777 +101	+0.6%	+$1.54K	0.03%	395
2021 Q2	$256K	Sell	16,676 -129	-0.8%	-$1.87K	0.03%	360
2021 Q1	$227K	Buy	+16,805	New	+$233K	0.03%	382

Other funds holding VRRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Mount Yale Investment Advisors's VRRM Position: Q2 2023 in Review

Mount Yale Investment Advisors sold out of Verra Mobility (VRRM) in Q2 2023, closing a stake of 12,660 shares — an estimated $214K sold.

Mount Yale Investment Advisors first reported a position in VRRM in Q1 2021 and held it in 9 quarters. The position peaked at $266K in Q2 2022. 237 funds tracked by Wall St. Rank hold VRRM as of Q2 2023.

Mount Yale Investment Advisors reported no remaining Verra Mobility position as of Q2 2023 after selling out during the quarter.
Mount Yale Investment Advisors sold 12,660 Verra Mobility shares in Q2 2023, an estimated $214K.
Mount Yale Investment Advisors first reported a position in Verra Mobility in Q1 2021 and held it in 9 quarters.
Mount Yale Investment Advisors's Verra Mobility position peaked at $266K in Q2 2022.
237 funds tracked by Wall St. Rank held Verra Mobility as of Q2 2023.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.