PMFA
VRTV

Plante Moran Financial Advisors’s VERITIV CORPORATION VRTV Stock Holding History

Plante Moran Financial 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
2023
Q3 		– Sell
-91
Closed -$11.4K – 871
2023
Q2 		$11.4K Buy
+91
New +$10.6K ﹤0.01% 536
2018
Q3 		– Sell
-2
Closed – – 861
2018
Q2 		$0 Buy
+2
New +$71 ﹤0.01% 997
2015
Q3 		– Sell
-1
Closed – – 762
2015
Q2 		$0 Hold
1
– – ﹤0.01% 751
2015
Q1 		$0 Hold
1
– – ﹤0.01% 817
2014
Q4 		$0 Hold
1
– – ﹤0.01% 868
2014
Q3 		$0 Buy
+1
New +$42 ﹤0.01% 867

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Plante Moran Financial Advisors's VRTV Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of VERITIV CORPORATION (VRTV) in Q3 2023, closing a stake of 91 shares — an estimated $11.4K sold.

Plante Moran Financial Advisors first reported a position in VRTV in Q3 2014 and held it in 6 quarters. The position peaked at $11.4K in Q2 2023. 226 funds tracked by Wall St. Rank hold VRTV as of Q3 2023.

  • Plante Moran Financial Advisors reported no remaining VERITIV CORPORATION position as of Q3 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 91 VERITIV CORPORATION shares in Q3 2023, an estimated $11.4K.
  • Plante Moran Financial Advisors first reported a position in VERITIV CORPORATION in Q3 2014 and held it in 6 quarters.
  • Plante Moran Financial Advisors's VERITIV CORPORATION position peaked at $11.4K in Q2 2023.
  • 226 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.