Regent Peak Wealth Advisors’s Vertiv VRT Stock Holding History

Regent Peak Wealth Advisors’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 Q1	–	Sell	-15	Closed	–	–	977
2020 Q4	$0	Buy	+15	New	+$276	﹤0.01%	1135

Other funds holding VRT

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

Regent Peak Wealth Advisors's VRT Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Vertiv (VRT) in Q1 2021, closing a stake of 15 shares.

Regent Peak Wealth Advisors first reported a position in VRT in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 278 funds tracked by Wall St. Rank hold VRT as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Vertiv position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 15 Vertiv shares in Q1 2021.
Regent Peak Wealth Advisors first reported a position in Vertiv in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Vertiv position peaked at $0 in Q4 2020.
278 funds tracked by Wall St. Rank held Vertiv as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.