NFSG
VRTV

Newbridge Financial Services Group’s VERITIV CORPORATION VRTV Stock Holding History

Newbridge Financial Services Group’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
-8
Closed -$1.35K – 1359
2023
Q3 		$1.35K Hold
8
– – ﹤0.01% 1129
2023
Q2 		$1K Hold
8
– – ﹤0.01% 1218
2023
Q1 		$1.08K Hold
8
– – ﹤0.01% 1267
2022
Q4 		$974 Hold
8
– – ﹤0.01% 1305
2022
Q3 		$1K Hold
8
– – ﹤0.01% 1363
2022
Q2 		$1K Hold
8
– – ﹤0.01% 1329
2022
Q1 		$1K Hold
8
– – ﹤0.01% 1417
2021
Q4 		$1K Hold
8
– – ﹤0.01% 1387
2021
Q3 		$1K Hold
8
– – ﹤0.01% 1355
2021
Q2 		$0 Hold
8
– – ﹤0.01% 1532
2021
Q1 		$1K Hold
8
– – ﹤0.01% 1355
2020
Q4 		$1K Hold
8
– – ﹤0.01% 1090
2020
Q3 		$0 Buy
+8
New +$128 ﹤0.01% 1061

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Newbridge Financial Services Group's VRTV Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of VERITIV CORPORATION (VRTV) in Q4 2023, closing a stake of 8 shares — an estimated $1.35K sold.

Newbridge Financial Services Group first reported a position in VRTV in Q3 2020 and held it in 13 quarters. The position peaked at $1.35K in Q3 2023. 3 funds tracked by Wall St. Rank hold VRTV as of Q4 2023.

  • Newbridge Financial Services Group reported no remaining VERITIV CORPORATION position as of Q4 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 8 VERITIV CORPORATION shares in Q4 2023, an estimated $1.35K.
  • Newbridge Financial Services Group first reported a position in VERITIV CORPORATION in Q3 2020 and held it in 13 quarters.
  • Newbridge Financial Services Group's VERITIV CORPORATION position peaked at $1.35K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.