WealthPLAN Partners’s Vertiv VRT Stock Holding History

WealthPLAN Partners’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	-5,758	Closed	-$498K	–	308
2024 Q2	$498K	Buy	5,758 +698	+14%	+$63.5K	0.05%	207
2024 Q1	$413K	Buy	+5,060	New	+$318K	0.04%	220

Other funds holding VRT

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's VRT Position: Q3 2024 in Review

WealthPLAN Partners sold out of Vertiv (VRT) in Q3 2024, closing a stake of 5,758 shares — an estimated $498K sold.

WealthPLAN Partners first reported a position in VRT in Q1 2024 and held it in 2 quarters. The position peaked at $498K in Q2 2024. 1,023 funds tracked by Wall St. Rank hold VRT as of Q3 2024.

WealthPLAN Partners reported no remaining Vertiv position as of Q3 2024 after selling out during the quarter.
WealthPLAN Partners sold 5,758 Vertiv shares in Q3 2024, an estimated $498K.
WealthPLAN Partners first reported a position in Vertiv in Q1 2024 and held it in 2 quarters.
WealthPLAN Partners's Vertiv position peaked at $498K in Q2 2024.
1,023 funds tracked by Wall St. Rank held Vertiv as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.