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Focused Wealth Management’s Veru VERU Stock Holding History

Focused Wealth Management’s Portfolio VERU Stock Details VERU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-140
Closed -$1.01K – 1104
2023
Q3 		$1.01K Hold
140
– – ﹤0.01% 847
2023
Q2 		$1.67K Hold
140
– – ﹤0.01% 827
2023
Q1 		$1.62K Hold
140
– – ﹤0.01% 817
2022
Q4 		$7.39K Hold
140
– – ﹤0.01% 573
2022
Q3 		$16K Buy
+140
New +$20.2K ﹤0.01% 435

Other funds holding VERU

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
MS
Maven Securities St Helier, Jersey $5.2B AUM 44.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Focused Wealth Management's VERU Position: Q4 2023 in Review

Focused Wealth Management sold out of Veru (VERU) in Q4 2023, closing a stake of 140 shares — an estimated $1.01K sold.

Focused Wealth Management first reported a position in VERU in Q3 2022 and held it in 5 quarters. The position peaked at $16K in Q3 2022. 89 funds tracked by Wall St. Rank hold VERU as of Q4 2023.

  • Focused Wealth Management reported no remaining Veru position as of Q4 2023 after selling out during the quarter.
  • Focused Wealth Management sold 140 Veru shares in Q4 2023, an estimated $1.01K.
  • Focused Wealth Management first reported a position in Veru in Q3 2022 and held it in 5 quarters.
  • Focused Wealth Management's Veru position peaked at $16K in Q3 2022.
  • 89 funds tracked by Wall St. Rank held Veru as of Q4 2023.

Based on Focused Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.