Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Veritone VERI Stock Holding History

Carson Wealth (CWM LLC)’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
2024
Q3 		– Sell
-29
Closed – – 5178
2024
Q2 		$0 Buy
29
+28
+2,800% +$99 ﹤0.01% 4971
2024
Q1 		$0 Buy
+1
New +$2 ﹤0.01% 4780
2022
Q4 		– Sell
-22
Closed – – 4273
2022
Q3 		$0 Sell
22
-46
-68% -$323 ﹤0.01% 4202
2022
Q2 		$0 Buy
68
+29
+74% +$292 ﹤0.01% 4112
2022
Q1 		$1K Buy
39
+22
+129% +$379 ﹤0.01% 3427
2021
Q4 		$0 Buy
+17
New +$436 ﹤0.01% 3658

Other funds holding VERI

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silverback Asset Management Chapel Hill, North Carolina $699M AUM 72.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VERI Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Veritone (VERI) in Q3 2024, closing a stake of 29 shares.

Carson Wealth (CWM LLC) first reported a position in VERI in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 56 funds tracked by Wall St. Rank hold VERI as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Veritone position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 29 Veritone shares in Q3 2024.
  • Carson Wealth (CWM LLC) first reported a position in Veritone in Q4 2021 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Veritone position peaked at $1K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held Veritone as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.