NFG
VRT icon

Next Financial Group’s Vertiv VRT Stock Holding History

Next Financial Group’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
2021
Q4 		$44K Buy
1,793
+1,258
+235% +$31.5K ﹤0.01% 1524
2021
Q3 		$13K Sell
535
-624
-54% -$16.6K ﹤0.01% 1968
2021
Q2 		$32K Buy
+1,159
New +$27.7K ﹤0.01% 1577

Other funds holding VRT

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Next Financial Group's VRT Position: Q4 2021 in Review

Next Financial Group increased its Vertiv (VRT) stake by 235% in Q4 2021, buying an estimated $31.5K and bringing the position to 1,793 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Next Financial Group first reported a position in VRT in Q2 2021 and has held it in 3 quarters since. 306 funds tracked by Wall St. Rank hold VRT as of Q4 2021.

  • Next Financial Group held 1,793 shares of Vertiv worth $44K as of Q4 2021.
  • Next Financial Group bought 1,258 Vertiv shares in Q4 2021, an estimated $31.5K.
  • Vertiv made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1524 holding.
  • Next Financial Group first reported a position in Vertiv in Q2 2021 and has held it in 3 quarters since.
  • 306 funds tracked by Wall St. Rank held Vertiv as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.