Creative Planning
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Creative Planning’s Veritone VERI Stock Holding History

Creative Planning’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
2021
Q1 		– Sell
-81,403
Closed -$2.32M – 2731
2020
Q4 		$2.32M Sell
81,403
-23,179
-22% -$401K 0.01% 611
2020
Q3 		$958K Hold
104,582
– – ﹤0.01% 821
2020
Q2 		$1.55M Hold
104,582
– – ﹤0.01% 584
2020
Q1 		$244K Sell
104,582
-330
-0.3% -$819 ﹤0.01% 1282
2019
Q4 		$261K Buy
104,912
+3,750
+4% +$10.8K ﹤0.01% 1488
2019
Q3 		$361K Buy
+101,162
New +$579K ﹤0.01% 1249

Other funds holding VERI

BAM
Banta Asset Management Newport Beach, California $99.5M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's VERI Position: Q1 2021 in Review

Creative Planning sold out of Veritone (VERI) in Q1 2021, closing a stake of 81,403 shares — an estimated $2.32M sold.

Creative Planning first reported a position in VERI in Q3 2019 and held it in 6 quarters. The position peaked at $2.32M in Q4 2020. 121 funds tracked by Wall St. Rank hold VERI as of Q1 2021.

  • Creative Planning reported no remaining Veritone position as of Q1 2021 after selling out during the quarter.
  • Creative Planning sold 81,403 Veritone shares in Q1 2021, an estimated $2.32M.
  • Creative Planning first reported a position in Veritone in Q3 2019 and held it in 6 quarters.
  • Creative Planning's Veritone position peaked at $2.32M in Q4 2020.
  • 121 funds tracked by Wall St. Rank held Veritone as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.