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Juncture Wealth Strategies’s Veritone VERI Stock Holding History

Juncture Wealth Strategies’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
Q2 		– Sell
-20,377
Closed -$372K – 118
2022
Q1 		$372K Buy
20,377
+11,291
+124% +$194K 0.18% 90
2021
Q4 		$204K Buy
+9,086
New +$233K 0.1% 127

Other funds holding VERI

BAM
Banta Asset Management Newport Beach, California $112M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Juncture Wealth Strategies's VERI Position: Q2 2022 in Review

Juncture Wealth Strategies sold out of Veritone (VERI) in Q2 2022, closing a stake of 20,377 shares — an estimated $372K sold.

Juncture Wealth Strategies first reported a position in VERI in Q4 2021 and held it in 2 quarters. The position peaked at $372K in Q1 2022. 108 funds tracked by Wall St. Rank hold VERI as of Q2 2022.

  • Juncture Wealth Strategies reported no remaining Veritone position as of Q2 2022 after selling out during the quarter.
  • Juncture Wealth Strategies sold 20,377 Veritone shares in Q2 2022, an estimated $372K.
  • Juncture Wealth Strategies first reported a position in Veritone in Q4 2021 and held it in 2 quarters.
  • Juncture Wealth Strategies's Veritone position peaked at $372K in Q1 2022.
  • 108 funds tracked by Wall St. Rank held Veritone as of Q2 2022.

Based on Juncture Wealth Strategies's 13F filing for Q2 2022, filed 14 Jul 2022.