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TrinityPoint Wealth’s Vertiv VRT Stock Holding History

TrinityPoint Wealth’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
Q4 		$239K Buy
+2,106
New +$250K 0.03% 295

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TrinityPoint Wealth's VRT Position: Q4 2024 in Review

TrinityPoint Wealth opened a new position in Vertiv (VRT) in Q4 2024: 2,106 shares worth $239K. The stake represents 0.03% of the portfolio and ranks #295 among its holdings.

1,203 funds tracked by Wall St. Rank hold VRT as of Q4 2024.

  • TrinityPoint Wealth held 2,106 shares of Vertiv worth $239K as of Q4 2024.
  • Vertiv was a new TrinityPoint Wealth position in Q4 2024.
  • Vertiv made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #295 holding.
  • 1,203 funds tracked by Wall St. Rank held Vertiv as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.