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Orion Portfolio Solutions’s Veru VERU Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-70
Closed -$2K – 1981
2020
Q2 		$2K Buy
+70
New +$2.41K ﹤0.01% 1840
2020
Q1 		– Sell
-52
Closed -$2K – 2330
2019
Q4 		$2K Buy
+52
New +$1.16K ﹤0.01% 1566

Other funds holding VERU

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
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Orion Portfolio Solutions's VERU Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Veru (VERU) in Q3 2020, closing a stake of 70 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in VERU in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 67 funds tracked by Wall St. Rank hold VERU as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Veru position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 70 Veru shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Veru in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Veru position peaked at $2K in Q2 2020.
  • 67 funds tracked by Wall St. Rank held Veru as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.