Capital Advisors Ltd’s Veru VERU Stock Holding History

Capital Advisors Ltd’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 Q1	–	Sell	-14	Closed	-$1K	–	1567
2022 Q4	$1K	Buy	+14	New	+$1.15K	﹤0.01%	1113

Other funds holding VERU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Advisors Ltd's VERU Position: Q1 2023 in Review

Capital Advisors Ltd sold out of Veru (VERU) in Q1 2023, closing a stake of 14 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in VERU in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 107 funds tracked by Wall St. Rank hold VERU as of Q1 2023.

Capital Advisors Ltd reported no remaining Veru position as of Q1 2023 after selling out during the quarter.
Capital Advisors Ltd sold 14 Veru shares in Q1 2023, an estimated $1K.
Capital Advisors Ltd first reported a position in Veru in Q4 2022 and held it in 1 quarter.
Capital Advisors Ltd's Veru position peaked at $1K in Q4 2022.
107 funds tracked by Wall St. Rank held Veru as of Q1 2023.

Based on Capital Advisors Ltd's 13F filing for Q1 2023, filed 3 May 2023.