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Tyler-Stone Wealth Management’s Vertiv VRT Stock Holding History

Tyler-Stone Wealth Management’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 		– Sell
-150
Closed -$13K – 930
2024
Q2 		$13K Hold
150
– – 0.01% 613
2024
Q1 		$12.3K Hold
150
– – 0.01% 619
2023
Q4 		$7.21K Hold
150
– – ﹤0.01% 682
2023
Q3 		$6K Buy
+150
New +$4.95K ﹤0.01% 696

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

Tyler-Stone Wealth Management's VRT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Vertiv (VRT) in Q3 2024, closing a stake of 150 shares — an estimated $13K sold.

Tyler-Stone Wealth Management first reported a position in VRT in Q3 2023 and held it in 4 quarters. The position peaked at $13K in Q2 2024. 1,021 funds tracked by Wall St. Rank hold VRT as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Vertiv position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 150 Vertiv shares in Q3 2024, an estimated $13K.
  • Tyler-Stone Wealth Management first reported a position in Vertiv in Q3 2023 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's Vertiv position peaked at $13K in Q2 2024.
  • 1,021 funds tracked by Wall St. Rank held Vertiv as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.