SWG
VRS

Summit Wealth Group’s Verso Corporation VRS Stock Holding History

Summit Wealth Group’s Portfolio VRS Stock Details VRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-82
Closed -$1K – 231
2021
Q2 		$1K Hold
82
– – ﹤0.01% 195
2021
Q1 		$1K Buy
+82
New +$1.08K ﹤0.01% 175

Other funds holding VRS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
SCW Capital Management Dallas, Texas $44M AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth Group's VRS Position: Q3 2021 in Review

Summit Wealth Group sold out of Verso Corporation (VRS) in Q3 2021, closing a stake of 82 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in VRS in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 112 funds tracked by Wall St. Rank hold VRS as of Q3 2021.

  • Summit Wealth Group reported no remaining Verso Corporation position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 82 Verso Corporation shares in Q3 2021, an estimated $1K.
  • Summit Wealth Group first reported a position in Verso Corporation in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's Verso Corporation position peaked at $1K in Q2 2021.
  • 112 funds tracked by Wall St. Rank held Verso Corporation as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.