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Legacy Financial Advisors’s Veritone VERI Stock Holding History

Legacy Financial Advisors’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
2018
Q2 		– Sell
-1,000
Closed -$16K – 959
2018
Q1 		$16K Buy
+1,000
New +$17.8K 0.01% 396

Other funds holding VERI

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
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
GCM
Gladstone Capital Management London, United Kingdom $996M AUM 50.16% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Financial Advisors's VERI Position: Q2 2018 in Review

Legacy Financial Advisors sold out of Veritone (VERI) in Q2 2018, closing a stake of 1,000 shares — an estimated $16K sold.

Legacy Financial Advisors first reported a position in VERI in Q1 2018 and held it in 1 quarter. The position peaked at $16K in Q1 2018. 50 funds tracked by Wall St. Rank hold VERI as of Q2 2018.

  • Legacy Financial Advisors reported no remaining Veritone position as of Q2 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,000 Veritone shares in Q2 2018, an estimated $16K.
  • Legacy Financial Advisors first reported a position in Veritone in Q1 2018 and held it in 1 quarter.
  • Legacy Financial Advisors's Veritone position peaked at $16K in Q1 2018.
  • 50 funds tracked by Wall St. Rank held Veritone as of Q2 2018.

Based on Legacy Financial Advisors's 13F filing for Q2 2018, filed 17 Jul 2018.