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SYSTM Wealth Solutions’s Vertiv VRT Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		$299 Sell
3
-12,549
-100% -$1.04M 0.01% 93
2024
Q2 		$1.09M Buy
+12,552
New +$1.14M 0.24% 108

Other funds holding VRT

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's VRT Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Vertiv (VRT) stake by 100% in Q3 2024, selling an estimated $1.04M and leaving 3 shares worth $299. The position accounts for 0.01% of the portfolio, ranked #93.

SYSTM Wealth Solutions first reported a position in VRT in Q2 2024 and has held it in 2 quarters since. The position peaked at $1.09M in Q2 2024. 1,021 funds tracked by Wall St. Rank hold VRT as of Q3 2024.

  • SYSTM Wealth Solutions held 3 shares of Vertiv worth $299 as of Q3 2024.
  • SYSTM Wealth Solutions sold 12,549 Vertiv shares in Q3 2024, an estimated $1.04M.
  • Vertiv made up 0.01% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #93 holding.
  • SYSTM Wealth Solutions first reported a position in Vertiv in Q2 2024 and has held it in 2 quarters since.
  • SYSTM Wealth Solutions's Vertiv position peaked at $1.09M in Q2 2024.
  • 1,021 funds tracked by Wall St. Rank held Vertiv as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.