SWA
VRTV

SOA Wealth Advisors’s VERITIV CORPORATION VRTV Stock Holding History

SOA Wealth 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
Q4 		– Sell
-1
Closed -$169 – 955
2023
Q3 		$169 Hold
1
– – ﹤0.01% 884
2023
Q2 		$126 Hold
1
– – ﹤0.01% 898
2023
Q1 		$135 Hold
1
– – ﹤0.01% 923
2022
Q4 		$122 Hold
1
– – ﹤0.01% 930
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1022
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1067
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1027
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1008
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1006
2021
Q2 		$0 Hold
1
– – ﹤0.01% 985
2021
Q1 		$0 Hold
1
– – ﹤0.01% 944
2020
Q4 		$0 Buy
+1
New +$18 ﹤0.01% 900

Other funds holding VRTV

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

SOA Wealth Advisors's VRTV Position: Q4 2023 in Review

SOA Wealth Advisors sold out of VERITIV CORPORATION (VRTV) in Q4 2023, closing a stake of 1 share — an estimated $169 sold.

SOA Wealth Advisors first reported a position in VRTV in Q4 2020 and held it in 12 quarters. The position peaked at $169 in Q3 2023. 3 funds tracked by Wall St. Rank hold VRTV as of Q4 2023.

  • SOA Wealth Advisors reported no remaining VERITIV CORPORATION position as of Q4 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 1 VERITIV CORPORATION share in Q4 2023, an estimated $169.
  • SOA Wealth Advisors first reported a position in VERITIV CORPORATION in Q4 2020 and held it in 12 quarters.
  • SOA Wealth Advisors's VERITIV CORPORATION position peaked at $169 in Q3 2023.
  • 3 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.