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Arete Wealth Advisors’s Veritone VERI Stock Holding History

Arete Wealth Advisors’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
2021
Q2 		– Sell
-18,000
Closed -$432K – 439
2021
Q1 		$432K Hold
18,000
– – 0.06% 260
2020
Q4 		$477K Hold
18,000
– – 0.07% 241
2020
Q3 		$159K Hold
18,000
– – 0.02% 367
2020
Q2 		$267K Buy
+18,000
New +$151K 0.05% 310

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Arete Wealth Advisors's VERI Position: Q2 2021 in Review

Arete Wealth Advisors sold out of Veritone (VERI) in Q2 2021, closing a stake of 18,000 shares — an estimated $432K sold.

Arete Wealth Advisors first reported a position in VERI in Q2 2020 and held it in 4 quarters. The position peaked at $477K in Q4 2020. 115 funds tracked by Wall St. Rank hold VERI as of Q2 2021.

  • Arete Wealth Advisors reported no remaining Veritone position as of Q2 2021 after selling out during the quarter.
  • Arete Wealth Advisors sold 18,000 Veritone shares in Q2 2021, an estimated $432K.
  • Arete Wealth Advisors first reported a position in Veritone in Q2 2020 and held it in 4 quarters.
  • Arete Wealth Advisors's Veritone position peaked at $477K in Q4 2020.
  • 115 funds tracked by Wall St. Rank held Veritone as of Q2 2021.

Based on Arete Wealth Advisors's 13F filing for Q2 2021, filed 9 Aug 2021.