YWP
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YorkBridge Wealth Partners’s Vertiv VRT Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$149K Sell
10,883
-15,281
-58% -$204K 0.04% 251
2022
Q3 		$254K Sell
26,164
-2,904
-10% -$32.6K 0.07% 230
2022
Q2 		$239K Buy
29,068
+1,574
+6% +$17.8K 0.06% 243
2022
Q1 		$385K Buy
27,494
+12,723
+86% +$226K 0.08% 186
2021
Q4 		$369K Buy
+14,771
New +$370K 0.08% 207

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
SV
Starboard Value New York $4.52B AUM 19.34% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

YorkBridge Wealth Partners's VRT Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Vertiv (VRT) stake by 58% in Q4 2022, selling an estimated $204K and leaving 10,883 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #251.

YorkBridge Wealth Partners first reported a position in VRT in Q4 2021 and has held it in 5 quarters since. The position peaked at $385K in Q1 2022. 286 funds tracked by Wall St. Rank hold VRT as of Q4 2022.

  • YorkBridge Wealth Partners held 10,883 shares of Vertiv worth $149K as of Q4 2022.
  • YorkBridge Wealth Partners sold 15,281 Vertiv shares in Q4 2022, an estimated $204K.
  • Vertiv made up 0.04% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #251 holding.
  • YorkBridge Wealth Partners first reported a position in Vertiv in Q4 2021 and has held it in 5 quarters since.
  • YorkBridge Wealth Partners's Vertiv position peaked at $385K in Q1 2022.
  • 286 funds tracked by Wall St. Rank held Vertiv as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.