FWM
VERO

Focused Wealth Management’s Venus Concept VERO Stock Holding History

Focused Wealth Management’s Portfolio VERO Stock Details VERO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5
Closed -$71 – 939
2023
Q4 		$71 Hold
5
– – ﹤0.01% 990
2023
Q3 		$118 Hold
5
– – ﹤0.01% 979
2023
Q2 		$126 Hold
5
– – ﹤0.01% 1016
2023
Q1 		$197 Hold
5
– – ﹤0.01% 980
2022
Q4 		$288 Buy
5
+3
+150% +$135 ﹤0.01% 997
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1068
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1089
2022
Q1 		$1K Hold
2
– – ﹤0.01% 946
2021
Q4 		$1K Hold
2
– – ﹤0.01% 938
2021
Q3 		$1K Hold
2
– – ﹤0.01% 948
2021
Q2 		$1K Hold
2
– – ﹤0.01% 897
2021
Q1 		$1K Hold
2
– – ﹤0.01% 880
2020
Q4 		$1K Buy
+2
New +$746 ﹤0.01% 790

Other funds holding VERO

EWM
Essex Woodlands Management The Woodlands, Texas $254M AUM 4.59% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focused Wealth Management's VERO Position: Q1 2024 in Review

Focused Wealth Management sold out of Venus Concept (VERO) in Q1 2024, closing a stake of 5 shares — an estimated $71 sold.

Focused Wealth Management first reported a position in VERO in Q4 2020 and held it in 13 quarters. The position peaked at $1K in Q1 2022. 13 funds tracked by Wall St. Rank hold VERO as of Q1 2024.

  • Focused Wealth Management reported no remaining Venus Concept position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 5 Venus Concept shares in Q1 2024, an estimated $71.
  • Focused Wealth Management first reported a position in Venus Concept in Q4 2020 and held it in 13 quarters.
  • Focused Wealth Management's Venus Concept position peaked at $1K in Q1 2022.
  • 13 funds tracked by Wall St. Rank held Venus Concept as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.