WFA
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Wipfli Financial Advisors’s Vertiv VRT Stock Holding History

Wipfli Financial 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
2022
Q3 		$1K Buy
+114
New +$1.28K ﹤0.01% 2513

Other funds holding VRT

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wipfli Financial Advisors's VRT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vertiv (VRT) in Q3 2022: 114 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2513 among its holdings.

254 funds tracked by Wall St. Rank hold VRT as of Q3 2022.

  • Wipfli Financial Advisors held 114 shares of Vertiv worth $1K as of Q3 2022.
  • Vertiv was a new Wipfli Financial Advisors position in Q3 2022.
  • Vertiv made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2513 holding.
  • 254 funds tracked by Wall St. Rank held Vertiv as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.