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Baystate Wealth Management’s Veru VERU Stock Holding History

Baystate Wealth Management’s Portfolio VERU Stock Details VERU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$1.08K Hold
150
– – ﹤0.01% 1147
2023
Q3 		$1.08K Hold
150
– – ﹤0.01% 882
2023
Q2 		$1.78K Hold
150
– – ﹤0.01% 859
2023
Q1 		$1.74K Hold
150
– – ﹤0.01% 854
2022
Q4 		$8K Hold
150
– – ﹤0.01% 631
2022
Q3 		$17K Buy
+150
New +$21.6K ﹤0.01% 457

Other funds holding VERU

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
MS
Maven Securities St Helier, Jersey $5.2B AUM 44.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baystate Wealth Management's VERU Position: Q4 2023 in Review

Baystate Wealth Management held its Veru (VERU) position steady in Q4 2023 at 150 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Baystate Wealth Management first reported a position in VERU in Q3 2022 and has held it in 6 quarters since. The position peaked at $17K in Q3 2022. 89 funds tracked by Wall St. Rank hold VERU as of Q4 2023.

  • Baystate Wealth Management held 150 shares of Veru worth $1.08K as of Q4 2023.
  • Baystate Wealth Management left its Veru share count unchanged in Q4 2023.
  • Veru made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1147 holding.
  • Baystate Wealth Management first reported a position in Veru in Q3 2022 and has held it in 6 quarters since.
  • Baystate Wealth Management's Veru position peaked at $17K in Q3 2022.
  • 89 funds tracked by Wall St. Rank held Veru as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.