OIA
VRTV

Optimum Investment Advisors’s VERITIV CORPORATION VRTV Stock Holding History

Optimum Investment Advisors’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
2021
Q2 		– Sell
-700
Closed -$30K – 991
2021
Q1 		$30K Buy
+700
New +$20.1K 0.01% 605
2015
Q1 		$2K Sell
44
-2
-4% -$100 ﹤0.01% 938
2014
Q4 		$3K Sell
46
-6
-12% -$288 ﹤0.01% 948
2014
Q3 		$2K Buy
+52
New +$2.21K ﹤0.01% 894

Other funds holding VRTV

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Optimum Investment Advisors's VRTV Position: Q2 2021 in Review

Optimum Investment Advisors sold out of VERITIV CORPORATION (VRTV) in Q2 2021, closing a stake of 700 shares — an estimated $30K sold.

Optimum Investment Advisors first reported a position in VRTV in Q3 2014 and held it in 4 quarters. The position peaked at $30K in Q1 2021. 186 funds tracked by Wall St. Rank hold VRTV as of Q2 2021.

  • Optimum Investment Advisors reported no remaining VERITIV CORPORATION position as of Q2 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 700 VERITIV CORPORATION shares in Q2 2021, an estimated $30K.
  • Optimum Investment Advisors first reported a position in VERITIV CORPORATION in Q3 2014 and held it in 4 quarters.
  • Optimum Investment Advisors's VERITIV CORPORATION position peaked at $30K in Q1 2021.
  • 186 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q2 2021.

Based on Optimum Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.