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Institute for Wealth Management’s Veritone VERI Stock Holding History

Institute for Wealth Management’s Portfolio VERI Stock Details VERI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16,000
Closed -$104K – 525
2022
Q2 		$104K Buy
+16,000
New +$161K 0.02% 516

Other funds holding VERI

BAM
Banta Asset Management Newport Beach, California $112M AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Institute for Wealth Management's VERI Position: Q3 2022 in Review

Institute for Wealth Management sold out of Veritone (VERI) in Q3 2022, closing a stake of 16,000 shares — an estimated $104K sold.

Institute for Wealth Management first reported a position in VERI in Q2 2022 and held it in 1 quarter. The position peaked at $104K in Q2 2022. 94 funds tracked by Wall St. Rank hold VERI as of Q3 2022.

  • Institute for Wealth Management reported no remaining Veritone position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 16,000 Veritone shares in Q3 2022, an estimated $104K.
  • Institute for Wealth Management first reported a position in Veritone in Q2 2022 and held it in 1 quarter.
  • Institute for Wealth Management's Veritone position peaked at $104K in Q2 2022.
  • 94 funds tracked by Wall St. Rank held Veritone as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.