Lake Point Wealth Management’s VEREIT, Inc. VER Stock Holding History

Lake Point Wealth Management’s Portfolio VER Stock Details VER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-100	Closed	-$5K	–	507
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	247
2021 Q2	$5K	Buy	+100	New	+$4.53K	﹤0.01%	256
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	290
2019 Q4	$5K	Buy	+100	New	+$4.79K	﹤0.01%	384
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	436
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	436
2018 Q4	$4K	Buy	+100	New	+$3.71K	﹤0.01%	601

Other funds holding VER

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

Lake Point Wealth Management's VER Position: Q4 2021 in Review

Lake Point Wealth Management sold out of VEREIT, Inc. (VER) in Q4 2021, closing a stake of 100 shares — an estimated $5K sold.

Lake Point Wealth Management first reported a position in VER in Q4 2018 and held it in 7 quarters. The position peaked at $5K in Q3 2021. 3 funds tracked by Wall St. Rank hold VER as of Q4 2021.

Lake Point Wealth Management reported no remaining VEREIT, Inc. position as of Q4 2021 after selling out during the quarter.
Lake Point Wealth Management sold 100 VEREIT, Inc. shares in Q4 2021, an estimated $5K.
Lake Point Wealth Management first reported a position in VEREIT, Inc. in Q4 2018 and held it in 7 quarters.
Lake Point Wealth Management's VEREIT, Inc. position peaked at $5K in Q3 2021.
3 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2021.

Based on Lake Point Wealth Management's 13F filing for Q4 2021, filed 23 Feb 2022.