WWP
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WR Wealth Planners’s Vertiv VRT Stock Holding History

WR Wealth Planners’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 		$22.8K Buy
201
+53
+36% +$6.29K 0.01% 438
2024
Q3 		$14.7K Buy
148
+116
+363% +$9.62K ﹤0.01% 567
2024
Q2 		$2.77K Buy
32
+6
+23% +$546 ﹤0.01% 820
2024
Q1 		$2.12K Buy
+26
New +$1.63K ﹤0.01% 869

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

WR Wealth Planners's VRT Position: Q4 2024 in Review

WR Wealth Planners increased its Vertiv (VRT) stake by 36% in Q4 2024, buying an estimated $6.29K and bringing the position to 201 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #438.

WR Wealth Planners first reported a position in VRT in Q1 2024 and has held it in 4 quarters since. 1,202 funds tracked by Wall St. Rank hold VRT as of Q4 2024.

  • WR Wealth Planners held 201 shares of Vertiv worth $22.8K as of Q4 2024.
  • WR Wealth Planners bought 53 Vertiv shares in Q4 2024, an estimated $6.29K.
  • Vertiv made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #438 holding.
  • WR Wealth Planners first reported a position in Vertiv in Q1 2024 and has held it in 4 quarters since.
  • 1,202 funds tracked by Wall St. Rank held Vertiv as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.