Spire Wealth Management’s VERITIV CORPORATION VRTV Stock Holding History

Spire Wealth Management’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	-5	Closed	-$845	–	2492
2023 Q3	$845	Hold	5	–	–	﹤0.01%	2281
2023 Q2	$628	Hold	5	–	–	﹤0.01%	2358
2023 Q1	$676	Sell	5 -25	-83%	-$3.2K	﹤0.01%	2439
2022 Q4	$4K	Buy	+30	New	+$3.63K	﹤0.01%	1937
2022 Q3	–	Sell	-5	Closed	-$1K	–	2690
2022 Q2	$1K	Buy	+5	New	+$681	﹤0.01%	2622

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Spire Wealth Management's VRTV Position: Q4 2023 in Review

Spire Wealth Management sold out of VERITIV CORPORATION (VRTV) in Q4 2023, closing a stake of 5 shares — an estimated $845 sold.

Spire Wealth Management first reported a position in VRTV in Q2 2022 and held it in 5 quarters. The position peaked at $4K in Q4 2022. 3 funds tracked by Wall St. Rank hold VRTV as of Q4 2023.

Spire Wealth Management reported no remaining VERITIV CORPORATION position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 5 VERITIV CORPORATION shares in Q4 2023, an estimated $845.
Spire Wealth Management first reported a position in VERITIV CORPORATION in Q2 2022 and held it in 5 quarters.
Spire Wealth Management's VERITIV CORPORATION position peaked at $4K in Q4 2022.
3 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.