Sutton Wealth Advisors’s Vertiv VRT Stock Holding History

Sutton 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
2023 Q1	–	Sell	-1,688	Closed	-$23.1K	–	1552
2022 Q4	$23.1K	Buy	+1,688	New	+$22.5K	0.01%	645

Other funds holding VRT

PEA

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

NSCM

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sutton Wealth Advisors's VRT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Vertiv (VRT) in Q1 2023, closing a stake of 1,688 shares — an estimated $23.1K sold.

Sutton Wealth Advisors first reported a position in VRT in Q4 2022 and held it in 1 quarter. The position peaked at $23.1K in Q4 2022. 297 funds tracked by Wall St. Rank hold VRT as of Q1 2023.

Sutton Wealth Advisors reported no remaining Vertiv position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,688 Vertiv shares in Q1 2023, an estimated $23.1K.
Sutton Wealth Advisors first reported a position in Vertiv in Q4 2022 and held it in 1 quarter.
Sutton Wealth Advisors's Vertiv position peaked at $23.1K in Q4 2022.
297 funds tracked by Wall St. Rank held Vertiv as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.