BWM
VER

BerganKDV Wealth Management’s VEREIT, Inc. VER Stock Holding History

BerganKDV Wealth Management’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
-38
Closed -$2K – 1155
2021
Q3 		$2K Hold
38
– – ﹤0.01% 930
2021
Q2 		$2K Hold
38
– – ﹤0.01% 872
2021
Q1 		$1K Hold
38
– – ﹤0.01% 922
2020
Q4 		$1K Hold
38
– – ﹤0.01% 928
2020
Q3 		$1K Hold
38
– – ﹤0.01% 896
2020
Q2 		$1K Sell
38
-34
-47% -$947 ﹤0.01% 938
2020
Q1 		$2K Hold
72
– – ﹤0.01% 772
2019
Q4 		$3K Buy
+72
New +$3.45K ﹤0.01% 739

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

BerganKDV Wealth Management's VER Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of VEREIT, Inc. (VER) in Q4 2021, closing a stake of 38 shares — an estimated $2K sold.

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

  • BerganKDV Wealth Management reported no remaining VEREIT, Inc. position as of Q4 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 38 VEREIT, Inc. shares in Q4 2021, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in VEREIT, Inc. in Q4 2019 and held it in 8 quarters.
  • BerganKDV Wealth Management's VEREIT, Inc. position peaked at $3K in Q4 2019.
  • 3 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.