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
2022 Q3	–	Sell	-500	Closed	-$2K	–	1069
2022 Q2	$2K	Buy	+500	New	+$58K	﹤0.01%	767

Other funds holding VERU

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Maven Securities St Helier, Jersey $5.2B AUM 44.01% 1-Year Est. Return

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.