HNWAG
VERV

High Net Worth Advisory Group’s Verve Therapeutics VERV Stock Holding History

High Net Worth Advisory Group’s Portfolio VERV Stock Details VERV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,500
Closed -$52K – 695
2022
Q3 		$52K Buy
+1,500
New +$47.9K 0.02% 316
2022
Q2 		– Sell
-500
Closed -$11K – 726
2022
Q1 		$11K Buy
+500
New +$14.3K ﹤0.01% 525

Other funds holding VERV

AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

High Net Worth Advisory Group's VERV Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of Verve Therapeutics (VERV) in Q4 2022, closing a stake of 1,500 shares — an estimated $52K sold.

High Net Worth Advisory Group first reported a position in VERV in Q1 2022 and held it in 2 quarters. The position peaked at $52K in Q3 2022. 123 funds tracked by Wall St. Rank hold VERV as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining Verve Therapeutics position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 1,500 Verve Therapeutics shares in Q4 2022, an estimated $52K.
  • High Net Worth Advisory Group first reported a position in Verve Therapeutics in Q1 2022 and held it in 2 quarters.
  • High Net Worth Advisory Group's Verve Therapeutics position peaked at $52K in Q3 2022.
  • 123 funds tracked by Wall St. Rank held Verve Therapeutics as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.