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AE Wealth Management’s Veritone VERI Stock Holding History

AE Wealth Management’s Portfolio VERI Stock Details VERI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-27,806
Closed -$625K – 1819
2021
Q4 		$625K Buy
+27,806
New +$714K ﹤0.01% 1170
2021
Q2 		– Sell
-24,160
Closed -$579K – 1689
2021
Q1 		$579K Buy
24,160
+1,579
+7% +$56.3K 0.01% 963
2020
Q4 		$642K Buy
+22,581
New +$391K 0.01% 874

Other funds holding VERI

BAM
Banta Asset Management Newport Beach, California $112M AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

AE Wealth Management's VERI Position: Q1 2022 in Review

AE Wealth Management sold out of Veritone (VERI) in Q1 2022, closing a stake of 27,806 shares — an estimated $625K sold.

AE Wealth Management first reported a position in VERI in Q4 2020 and held it in 3 quarters. The position peaked at $642K in Q4 2020. 117 funds tracked by Wall St. Rank hold VERI as of Q1 2022.

  • AE Wealth Management reported no remaining Veritone position as of Q1 2022 after selling out during the quarter.
  • AE Wealth Management sold 27,806 Veritone shares in Q1 2022, an estimated $625K.
  • AE Wealth Management first reported a position in Veritone in Q4 2020 and held it in 3 quarters.
  • AE Wealth Management's Veritone position peaked at $642K in Q4 2020.
  • 117 funds tracked by Wall St. Rank held Veritone as of Q1 2022.

Based on AE Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.