CFD
VERU icon

Creative Financial Designs’s Veru VERU Stock Holding History

Creative Financial Designs’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
Q2 		– Sell
-60
Closed -$696 – 1516
2023
Q1 		$696 Sell
60
-70
-54% -$2.83K ﹤0.01% 1328
2022
Q4 		$6.86K Sell
130
-1,700
-93% -$140K ﹤0.01% 968
2022
Q3 		$211K Buy
1,830
+1,730
+1,730% +$250K 0.03% 286
2022
Q2 		$11K Buy
+100
New +$11.6K ﹤0.01% 857

Other funds holding VERU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Financial Designs's VERU Position: Q2 2023 in Review

Creative Financial Designs sold out of Veru (VERU) in Q2 2023, closing a stake of 60 shares — an estimated $696 sold.

Creative Financial Designs first reported a position in VERU in Q2 2022 and held it in 4 quarters. The position peaked at $211K in Q3 2022. 83 funds tracked by Wall St. Rank hold VERU as of Q2 2023.

  • Creative Financial Designs reported no remaining Veru position as of Q2 2023 after selling out during the quarter.
  • Creative Financial Designs sold 60 Veru shares in Q2 2023, an estimated $696.
  • Creative Financial Designs first reported a position in Veru in Q2 2022 and held it in 4 quarters.
  • Creative Financial Designs's Veru position peaked at $211K in Q3 2022.
  • 83 funds tracked by Wall St. Rank held Veru as of Q2 2023.

Based on Creative Financial Designs's 13F filing for Q2 2023, filed 26 Jul 2023.