Focused Wealth Management’s VEREIT, Inc. VER Stock Holding History

Focused Wealth 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 Q4	–	Sell	-413	Closed	-$19K	–	1153
2021 Q3	$19K	Sell	413 -41	-9%	-$1.99K	﹤0.01%	517
2021 Q2	$21K	Buy	454 +3	+0.7%	+$136	﹤0.01%	508
2021 Q1	$17K	Buy	451 +2	+0.4%	+$75	﹤0.01%	532
2020 Q4	$17K	Buy	449 +3	+0.7%	+$107	﹤0.01%	489
2020 Q3	$14K	Buy	446 +3	+0.7%	+$99	﹤0.01%	474
2020 Q2	$14K	Hold	443	–	–	﹤0.01%	456
2020 Q1	$11K	Hold	443	–	–	﹤0.01%	452
2019 Q4	$20K	Hold	443	–	–	﹤0.01%	412
2019 Q3	$22K	Hold	443	–	–	0.01%	380
2019 Q2	$20K	Hold	443	–	–	0.01%	420
2019 Q1	$19K	Hold	443	–	–	0.01%	387
2018 Q4	$16K	Hold	443	–	–	0.01%	407
2018 Q3	$16K	Buy	443 +200	+82%	+$7.63K	0.01%	397
2018 Q2	$9K	Hold	243	–	–	﹤0.01%	468
2018 Q1	$8K	Hold	243	–	–	﹤0.01%	510
2017 Q4	$9K	Hold	243	–	–	﹤0.01%	487
2017 Q3	$10K	Hold	243	–	–	﹤0.01%	442
2017 Q2	$10K	Hold	243	–	–	﹤0.01%	480
2017 Q1	$10K	Hold	243	–	–	﹤0.01%	468
2016 Q4	$10K	Hold	243	–	–	﹤0.01%	476
2016 Q3	$13K	Hold	243	–	–	0.01%	418
2016 Q2	$12K	Hold	243	–	–	0.01%	421
2016 Q1	$11K	Hold	243	–	–	0.01%	392
2015 Q4	$10K	Hold	243	–	–	0.01%	414
2015 Q3	$9K	Hold	243	–	–	0.01%	425
2015 Q2	$10K	Hold	243	–	–	0.01%	417
2015 Q1	$12K	Hold	243	–	–	0.01%	404
2014 Q4	$11K	Sell	243 -12,255	-98%	-$601K	0.01%	412
2014 Q3	$754K	Buy	12,498 +430	+4%	+$27.6K	0.58%	46
2014 Q2	$756K	Buy	12,068 +268	+2%	+$17.2K	0.59%	40
2014 Q1	$827K	Buy	11,800 +1,204	+11%	+$83.8K	0.69%	32
2013 Q4	$681K	Buy	10,596 +1,283	+14%	+$83K	0.57%	39
2013 Q3	$568K	Buy	+9,313	New	+$634K	0.54%	42

Other funds holding VER

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

Focused Wealth Management's VER Position: Q4 2021 in Review

Focused Wealth Management sold out of VEREIT, Inc. (VER) in Q4 2021, closing a stake of 413 shares — an estimated $19K sold.

Focused Wealth Management first reported a position in VER in Q3 2013 and held it in 33 quarters. The position peaked at $827K in Q1 2014. 3 funds tracked by Wall St. Rank hold VER as of Q4 2021.

Focused Wealth Management reported no remaining VEREIT, Inc. position as of Q4 2021 after selling out during the quarter.
Focused Wealth Management sold 413 VEREIT, Inc. shares in Q4 2021, an estimated $19K.
Focused Wealth Management first reported a position in VEREIT, Inc. in Q3 2013 and held it in 33 quarters.
Focused Wealth Management's VEREIT, Inc. position peaked at $827K in Q1 2014.
3 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2021.

Based on Focused Wealth Management's 13F filing for Q4 2021, filed 31 Jan 2022.