Ameritas Investment Partners’s INNOVATE Corp VATE Stock Holding History

Ameritas Investment Partners’s Portfolio VATE Stock Details VATE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-379	Closed	-$2.66K	–	3231
2024 Q1	$2.66K	Hold	379	–	–	﹤0.01%	3013
2023 Q4	$4.66K	Hold	379	–	–	﹤0.01%	2978
2023 Q3	$6.14K	Hold	379	–	–	﹤0.01%	2951
2023 Q2	$6.64K	Buy	+379	New	+$8.13K	﹤0.01%	2994
2022 Q2	–	Sell	-387	Closed	-$14K	–	3240
2022 Q1	$14K	Hold	387	–	–	﹤0.01%	2693
2021 Q4	$14K	Hold	387	–	–	﹤0.01%	2798
2021 Q3	$16K	Hold	387	–	–	﹤0.01%	2811
2021 Q2	$15K	Hold	387	–	–	﹤0.01%	2855
2021 Q1	$15K	Hold	387	–	–	﹤0.01%	2695
2020 Q4	$13K	Hold	387	–	–	﹤0.01%	2691
2020 Q3	$9K	Hold	387	–	–	﹤0.01%	2774
2020 Q2	$13K	Buy	+387	New	+$10.9K	﹤0.01%	2591
2019 Q2	–	Sell	-358	Closed	-$9K	–	3106
2019 Q1	$9K	Hold	358	–	–	﹤0.01%	2738
2018 Q4	$9K	Hold	358	–	–	﹤0.01%	2714
2018 Q3	$22K	Hold	358	–	–	﹤0.01%	2467
2018 Q2	$21K	Hold	358	–	–	﹤0.01%	2492
2018 Q1	$19K	Hold	358	–	–	﹤0.01%	2452
2017 Q4	$21K	Hold	358	–	–	﹤0.01%	2410
2017 Q3	$16K	Hold	358	–	–	﹤0.01%	2543
2017 Q2	$21K	Buy	358 +181	+102%	+$10.4K	﹤0.01%	2423
2017 Q1	$11K	Buy	+177	New	+$11K	﹤0.01%	2666

Other funds holding VATE

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

SCM

Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

WCM

Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameritas Investment Partners's VATE Position: Q2 2024 in Review

Ameritas Investment Partners sold out of INNOVATE Corp (VATE) in Q2 2024, closing a stake of 379 shares — an estimated $2.66K sold.

Ameritas Investment Partners first reported a position in VATE in Q1 2017 and held it in 21 quarters. The position peaked at $22K in Q3 2018. 65 funds tracked by Wall St. Rank hold VATE as of Q2 2024.

Ameritas Investment Partners reported no remaining INNOVATE Corp position as of Q2 2024 after selling out during the quarter.
Ameritas Investment Partners sold 379 INNOVATE Corp shares in Q2 2024, an estimated $2.66K.
Ameritas Investment Partners first reported a position in INNOVATE Corp in Q1 2017 and held it in 21 quarters.
Ameritas Investment Partners's INNOVATE Corp position peaked at $22K in Q3 2018.
65 funds tracked by Wall St. Rank held INNOVATE Corp as of Q2 2024.

Based on Ameritas Investment Partners's 13F filing for Q2 2024, filed 13 Aug 2024.