Financial Gravity Asset Management’s VEREIT, Inc. VER Stock Holding History

Financial Gravity Asset Management’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 Q3	–	Sell	-446	Closed	-$20K	–	1031
2021 Q2	$20K	Buy	+446	New	+$20.2K	0.01%	813
2019 Q4	–	Sell	-521	Closed	-$25K	–	1809
2019 Q3	$25K	Buy	521 +71	+16%	+$3.35K	0.02%	420
2019 Q2	$20K	Sell	450 -1	-0.2%	-$43	0.02%	479
2019 Q1	$19K	Buy	+451	New	+$18K	0.02%	454
2018 Q3	$18K	Sell	480 -2,448	-84%	-$93.3K	0.02%	489
2018 Q2	$111K	Buy	2,928 +8	+0.3%	+$281	0.1%	193
2018 Q1	$100K	Buy	+2,920	New	+$104K	0.1%	187

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

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Financial Gravity Asset Management's VER Position: Q3 2021 in Review

Financial Gravity Asset Management sold out of VEREIT, Inc. (VER) in Q3 2021, closing a stake of 446 shares — an estimated $20K sold.

Financial Gravity Asset Management first reported a position in VER in Q1 2018 and held it in 7 quarters. The position peaked at $111K in Q2 2018. 353 funds tracked by Wall St. Rank hold VER as of Q3 2021.

Financial Gravity Asset Management reported no remaining VEREIT, Inc. position as of Q3 2021 after selling out during the quarter.
Financial Gravity Asset Management sold 446 VEREIT, Inc. shares in Q3 2021, an estimated $20K.
Financial Gravity Asset Management first reported a position in VEREIT, Inc. in Q1 2018 and held it in 7 quarters.
Financial Gravity Asset Management's VEREIT, Inc. position peaked at $111K in Q2 2018.
353 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.