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
2020 Q3	–	Sell	-2,000	Closed	-$2K	–	2277
2020 Q2	$2K	Buy	+2,000	New	+$16.8K	﹤0.01%	1963

Other funds holding VERI

BAM

Banta Asset Management Newport Beach, California $112M AUM

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.