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Next Financial Group’s Veru VERU Stock Holding History

Next Financial Group’s Portfolio VERU Stock Details VERU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$11K – 2720
2021
Q1 		$11K Buy
+100
New +$12.6K ﹤0.01% 1867
2015
Q4 		– Sell
-134
Closed -$2K – 1954
2015
Q3 		$2K Hold
134
– – ﹤0.01% 1647
2015
Q2 		$2K Hold
134
– – ﹤0.01% 1701
2015
Q1 		$3K Sell
134
-39
-23% -$1.36K ﹤0.01% 1631
2014
Q4 		$7K Buy
+173
New +$7.13K ﹤0.01% 1402

Other funds holding VERU

PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
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
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Next Financial Group's VERU Position: Q2 2021 in Review

Next Financial Group sold out of Veru (VERU) in Q2 2021, closing a stake of 100 shares — an estimated $11K sold.

Next Financial Group first reported a position in VERU in Q4 2014 and held it in 5 quarters. The position peaked at $11K in Q1 2021. 110 funds tracked by Wall St. Rank hold VERU as of Q2 2021.

  • Next Financial Group reported no remaining Veru position as of Q2 2021 after selling out during the quarter.
  • Next Financial Group sold 100 Veru shares in Q2 2021, an estimated $11K.
  • Next Financial Group first reported a position in Veru in Q4 2014 and held it in 5 quarters.
  • Next Financial Group's Veru position peaked at $11K in Q1 2021.
  • 110 funds tracked by Wall St. Rank held Veru as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.