LWM
VER

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

Liberty 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
-197
Closed -$9K – 1222
2021
Q3 		$9K Sell
197
-22
-10% -$1.07K ﹤0.01% 854
2021
Q2 		$10K Buy
219
+63
+40% +$2.85K ﹤0.01% 664
2021
Q1 		$5K Hold
156
– – ﹤0.01% 720
2020
Q4 		$5K Buy
156
+22
+16% +$781 ﹤0.01% 716
2020
Q3 		$4K Buy
134
+1
+0.8% +$33 ﹤0.01% 685
2020
Q2 		$4K Buy
133
+89
+202% +$2.48K ﹤0.01% 675
2020
Q1 		$1K Hold
44
– – ﹤0.01% 870
2019
Q4 		$2K Buy
44
+13
+42% +$623 ﹤0.01% 797
2019
Q3 		$2K Hold
31
– – ﹤0.01% 765
2019
Q2 		$1K Buy
+31
New +$1.34K ﹤0.01% 881

Other funds holding VER

IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

Liberty Wealth Management's VER Position: Q4 2021 in Review

Liberty Wealth Management sold out of VEREIT, Inc. (VER) in Q4 2021, closing a stake of 197 shares — an estimated $9K sold.

Liberty Wealth Management first reported a position in VER in Q2 2019 and held it in 10 quarters. The position peaked at $10K in Q2 2021. 3 funds tracked by Wall St. Rank hold VER as of Q4 2021.

  • Liberty Wealth Management reported no remaining VEREIT, Inc. position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 197 VEREIT, Inc. shares in Q4 2021, an estimated $9K.
  • Liberty Wealth Management first reported a position in VEREIT, Inc. in Q2 2019 and held it in 10 quarters.
  • Liberty Wealth Management's VEREIT, Inc. position peaked at $10K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.