CIA
VERO

Capital Investment Advisors’s Venus Concept VERO Stock Holding History

Capital Investment Advisors’s Portfolio VERO Stock Details VERO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-79
Closed -$2.85K – 604
2023
Q1 		$2.85K Hold
79
– – ﹤0.01% 570
2022
Q4 		$4K Hold
79
– – ﹤0.01% 580
2022
Q3 		$6K Hold
79
– – ﹤0.01% 546
2022
Q2 		$6K Hold
79
– – ﹤0.01% 560
2022
Q1 		$19K Buy
+79
New +$20K ﹤0.01% 588

Other funds holding VERO

EWM
Essex Woodlands Management The Woodlands, Texas $254M AUM 4.59% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
MAM
Madryn Asset Management New York $34.1M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFG
SVB Financial Group Dallas, Texas $434K AUM 277.67% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Investment Advisors's VERO Position: Q2 2023 in Review

Capital Investment Advisors sold out of Venus Concept (VERO) in Q2 2023, closing a stake of 79 shares — an estimated $2.85K sold.

Capital Investment Advisors first reported a position in VERO in Q1 2022 and held it in 5 quarters. The position peaked at $19K in Q1 2022. 17 funds tracked by Wall St. Rank hold VERO as of Q2 2023.

  • Capital Investment Advisors reported no remaining Venus Concept position as of Q2 2023 after selling out during the quarter.
  • Capital Investment Advisors sold 79 Venus Concept shares in Q2 2023, an estimated $2.85K.
  • Capital Investment Advisors first reported a position in Venus Concept in Q1 2022 and held it in 5 quarters.
  • Capital Investment Advisors's Venus Concept position peaked at $19K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held Venus Concept as of Q2 2023.

Based on Capital Investment Advisors's 13F filing for Q2 2023, filed 11 Jul 2023.