AWA
VER

Arkadios Wealth Advisors’s VEREIT, Inc. VER Stock Holding History

Arkadios Wealth Advisors’s Portfolio VER Stock Details VER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,947
Closed -$178K – 1956
2021
Q3 		$178K Buy
3,947
+311
+9% +$15.1K 0.03% 536
2021
Q2 		$167K Buy
3,636
+1,693
+87% +$76.6K 0.02% 583
2021
Q1 		$75K Sell
1,943
-1,873
-49% -$70.1K 0.01% 595
2020
Q4 		$144K Sell
3,816
-1,946
-34% -$69.1K 0.03% 377
2020
Q3 		$192K Buy
5,762
+81
+1% +$2.67K 0.1% 185
2020
Q2 		$177K Buy
5,681
+40
+0.7% +$1.11K 0.1% 166
2020
Q1 		$138K Sell
5,641
-681
-11% -$28.8K 0.09% 190
2019
Q4 		$311K Buy
+6,322
New +$303K 0.19% 118

Other funds holding VER

IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

Arkadios Wealth Advisors's VER Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of VEREIT, Inc. (VER) in Q4 2021, closing a stake of 3,947 shares — an estimated $178K sold.

Arkadios Wealth Advisors first reported a position in VER in Q4 2019 and held it in 8 quarters. The position peaked at $311K in Q4 2019. 3 funds tracked by Wall St. Rank hold VER as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining VEREIT, Inc. position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,947 VEREIT, Inc. shares in Q4 2021, an estimated $178K.
  • Arkadios Wealth Advisors first reported a position in VEREIT, Inc. in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's VEREIT, Inc. position peaked at $311K in Q4 2019.
  • 3 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.