TCI Wealth Advisors’s Vertiv VRT Stock Holding History

TCI 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 Q2	–	Sell	-100	Closed	-$1.43K	–	2190
2023 Q1	$1.43K	Hold	100	–	–	﹤0.01%	2044
2022 Q4	$1.37K	Buy	100 +82	+456%	+$1.09K	﹤0.01%	2055
2022 Q3	$0	Buy	+18	New	+$202	﹤0.01%	2607

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

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

Starboard Value New York $4.52B AUM 19.34% 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

NSCM

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

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

TCI Wealth Advisors's VRT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Vertiv (VRT) in Q2 2023, closing a stake of 100 shares — an estimated $1.43K sold.

TCI Wealth Advisors first reported a position in VRT in Q3 2022 and held it in 3 quarters. The position peaked at $1.43K in Q1 2023. 352 funds tracked by Wall St. Rank hold VRT as of Q2 2023.

TCI Wealth Advisors reported no remaining Vertiv position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 100 Vertiv shares in Q2 2023, an estimated $1.43K.
TCI Wealth Advisors first reported a position in Vertiv in Q3 2022 and held it in 3 quarters.
TCI Wealth Advisors's Vertiv position peaked at $1.43K in Q1 2023.
352 funds tracked by Wall St. Rank held Vertiv as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.