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B. Riley Wealth Advisors’s Veritone VERI Stock Holding History

B. Riley 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
2023
Q3 		– Sell
-10,000
Closed -$39.2K – 1633
2023
Q2 		$39.2K Sell
10,000
-2,000
-17% -$8.73K ﹤0.01% 1494
2023
Q1 		$70K Buy
+12,000
New +$82.6K ﹤0.01% 1418

Other funds holding VERI

BAM
Banta Asset Management Newport Beach, California $112M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Advisors's VERI Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Veritone (VERI) in Q3 2023, closing a stake of 10,000 shares — an estimated $39.2K sold.

B. Riley Wealth Advisors first reported a position in VERI in Q1 2023 and held it in 2 quarters. The position peaked at $70K in Q1 2023. 72 funds tracked by Wall St. Rank hold VERI as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Veritone position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,000 Veritone shares in Q3 2023, an estimated $39.2K.
  • B. Riley Wealth Advisors first reported a position in Veritone in Q1 2023 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Veritone position peaked at $70K in Q1 2023.
  • 72 funds tracked by Wall St. Rank held Veritone as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.