Certified Advisory Corp’s VEREIT, Inc. VER Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-166	Closed	-$6K	–	804
2021 Q1	$6K	Buy	+166	New	+$6.21K	﹤0.01%	662
2020 Q2	$38K	Sell	1,180 -900	-43%	-$25.1K	0.01%	344
2020 Q1	$51K	Buy	2,080 +900	+76%	+$38K	0.02%	275
2019 Q4	$55K	Hold	1,180	–	–	0.02%	307
2019 Q3	$58K	Hold	1,180	–	–	0.02%	300
2019 Q2	$53K	Hold	1,180	–	–	0.02%	309
2019 Q1	$49K	Hold	1,180	–	–	0.02%	304
2018 Q4	$42K	Hold	1,180	–	–	0.02%	304
2018 Q3	$43K	Hold	1,180	–	–	0.02%	316
2018 Q2	$44K	Hold	1,180	–	–	0.02%	300
2018 Q1	$41K	Hold	1,180	–	–	0.02%	298
2017 Q4	$45K	Buy	+1,180	New	+$47.3K	0.03%	252

Other funds holding VER

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Certified Advisory Corp's VER Position: Q2 2021 in Review

Certified Advisory Corp sold out of VEREIT, Inc. (VER) in Q2 2021, closing a stake of 166 shares — an estimated $6K sold.

Certified Advisory Corp first reported a position in VER in Q4 2017 and held it in 12 quarters. The position peaked at $58K in Q3 2019. 375 funds tracked by Wall St. Rank hold VER as of Q2 2021.

Certified Advisory Corp reported no remaining VEREIT, Inc. position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 166 VEREIT, Inc. shares in Q2 2021, an estimated $6K.
Certified Advisory Corp first reported a position in VEREIT, Inc. in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's VEREIT, Inc. position peaked at $58K in Q3 2019.
375 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.