Stokes Family Office’s VERITIV CORPORATION VRTV Stock Holding History

Stokes Family Office’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	-1,429	Closed	-$241K	–	352
2023 Q3	$241K	Sell	1,429 -214	-13%	-$33.2K	0.03%	280
2023 Q2	$206K	Buy	+1,643	New	+$192K	0.02%	293
2022 Q2	–	Sell	-1,811	Closed	-$242K	–	293
2022 Q1	$242K	Buy	1,811 +35	+2%	+$3.81K	0.03%	227
2021 Q4	$218K	Buy	+1,776	New	+$214K	0.03%	229

Other funds holding VRTV

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Stokes Family Office's VRTV Position: Q4 2023 in Review

Stokes Family Office sold out of VERITIV CORPORATION (VRTV) in Q4 2023, closing a stake of 1,429 shares — an estimated $241K sold.

Stokes Family Office first reported a position in VRTV in Q4 2021 and held it in 4 quarters. The position peaked at $242K in Q1 2022. 3 funds tracked by Wall St. Rank hold VRTV as of Q4 2023.

Stokes Family Office reported no remaining VERITIV CORPORATION position as of Q4 2023 after selling out during the quarter.
Stokes Family Office sold 1,429 VERITIV CORPORATION shares in Q4 2023, an estimated $241K.
Stokes Family Office first reported a position in VERITIV CORPORATION in Q4 2021 and held it in 4 quarters.
Stokes Family Office's VERITIV CORPORATION position peaked at $242K in Q1 2022.
3 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.