Cascade Investment Advisors’s Veritone VERI Stock Holding History

Cascade Investment Advisors’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
2023 Q2	–	Sell	-400	Closed	-$2.33K	–	225
2023 Q1	$2.33K	Buy	+400	New	+$2.75K	﹤0.01%	225
2022 Q3	–	Sell	-400	Closed	-$2.61K	–	219
2022 Q2	$2.61K	Hold	400	–	–	﹤0.01%	233
2022 Q1	$7.31K	Hold	400	–	–	﹤0.01%	244
2021 Q4	$8.99K	Hold	400	–	–	0.01%	238
2021 Q3	$9.56K	Hold	400	–	–	0.01%	230
2021 Q2	$7.88K	Hold	400	–	–	0.01%	238
2021 Q1	$9.59K	Hold	400	–	–	0.01%	236
2020 Q4	$11.4K	Buy	400 +100	+33%	+$1.73K	0.01%	227
2020 Q3	$2.75K	Buy	+300	New	+$3.16K	﹤0.01%	246

Other funds holding VERI

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

BAM

Banta Asset Management Newport Beach, California $112M AUM

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cascade Investment Advisors's VERI Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Veritone (VERI) in Q2 2023, closing a stake of 400 shares — an estimated $2.33K sold.

Cascade Investment Advisors first reported a position in VERI in Q3 2020 and held it in 9 quarters. The position peaked at $11.4K in Q4 2020. 72 funds tracked by Wall St. Rank hold VERI as of Q2 2023.

Cascade Investment Advisors reported no remaining Veritone position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 400 Veritone shares in Q2 2023, an estimated $2.33K.
Cascade Investment Advisors first reported a position in Veritone in Q3 2020 and held it in 9 quarters.
Cascade Investment Advisors's Veritone position peaked at $11.4K in Q4 2020.
72 funds tracked by Wall St. Rank held Veritone as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.