Avantax Advisory Services’s VEREIT, Inc. VER Stock Holding History

Avantax Advisory Services’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	-6,031	Closed	-$273K	–	1293
2021 Q3	$273K	Sell	6,031 -102	-2%	-$4.96K	﹤0.01%	969
2021 Q2	$281K	Buy	6,133 +227	+4%	+$10.3K	0.01%	933
2021 Q1	$229K	Buy	5,906 +302	+5%	+$11.3K	﹤0.01%	917
2020 Q4	$212K	Sell	5,604 -4,461	-44%	-$158K	0.01%	858
2020 Q3	$326K	Buy	10,065 +3,240	+47%	+$107K	0.01%	987
2020 Q2	$221K	Sell	6,825 -977	-13%	-$27.2K	0.01%	750
2020 Q1	$189K	Hold	7,802	–	–	0.01%	729
2019 Q4	$360K	Sell	7,802 -337	-4%	-$16.2K	0.01%	578
2019 Q3	$397K	Buy	8,139 +4,937	+154%	+$233K	0.02%	364
2019 Q2	$144K	Buy	+3,202	New	+$138K	0.01%	496

Other funds holding VER

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

Avantax Advisory Services's VER Position: Q4 2021 in Review

Avantax Advisory Services sold out of VEREIT, Inc. (VER) in Q4 2021, closing a stake of 6,031 shares — an estimated $273K sold.

Avantax Advisory Services first reported a position in VER in Q2 2019 and held it in 10 quarters. The position peaked at $397K in Q3 2019. 3 funds tracked by Wall St. Rank hold VER as of Q4 2021.

Avantax Advisory Services reported no remaining VEREIT, Inc. position as of Q4 2021 after selling out during the quarter.
Avantax Advisory Services sold 6,031 VEREIT, Inc. shares in Q4 2021, an estimated $273K.
Avantax Advisory Services first reported a position in VEREIT, Inc. in Q2 2019 and held it in 10 quarters.
Avantax Advisory Services's VEREIT, Inc. position peaked at $397K in Q3 2019.
3 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2021.

Based on Avantax Advisory Services's 13F filing for Q4 2021, filed 24 Jan 2022.