PFGIA
VER

Patriot Financial Group Insurance Agency’s VEREIT, Inc. VER Stock Holding History

Patriot Financial Group Insurance Agency’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
-7,063
Closed -$319K – 2316
2021
Q3 		$319K Sell
7,063
-44
-0.6% -$2.14K 0.06% 324
2021
Q2 		$326K Sell
7,107
-2,078
-23% -$94K 0.06% 321
2021
Q1 		$355K Sell
9,185
-372
-4% -$13.9K 0.08% 256
2020
Q4 		$361K Sell
9,557
-729
-7% -$25.9K 0.09% 226
2020
Q3 		$334K Buy
10,286
+626
+6% +$20.6K 0.11% 185
2020
Q2 		$311K Buy
9,660
+1,352
+16% +$37.6K 0.12% 172
2020
Q1 		$203K Buy
8,308
+269
+3% +$11.4K 0.09% 209
2019
Q4 		$371K Buy
8,039
+330
+4% +$15.8K 0.14% 140
2019
Q3 		$375K Buy
7,709
+28
+0.4% +$1.32K 0.17% 121
2019
Q2 		$350K Sell
7,681
-1,196
-13% -$51.7K 0.15% 121
2019
Q1 		$372K Buy
8,877
+2,182
+33% +$87.2K 0.19% 94
2018
Q4 		$235K Sell
6,695
-9,284
-58% -$345K 0.15% 112
2018
Q3 		$580K Buy
+15,979
New +$609K 0.35% 45
2018
Q2 		– Sell
-1,469
Closed -$50K – 955
2018
Q1 		$50K Buy
+1,469
New +$52.1K 0.04% 315
2017
Q4 		– Sell
-2,348
Closed -$98K – 971
2017
Q3 		$98K Buy
2,348
+564
+32% +$23.8K 0.09% 177
2017
Q2 		$71K Sell
1,784
-1,085
-38% -$44.8K 0.07% 193
2017
Q1 		$123K Buy
2,869
+279
+11% +$12K 0.13% 132
2016
Q4 		$110K Buy
+2,590
New +$115K 0.15% 132

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

Patriot Financial Group Insurance Agency's VER Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of VEREIT, Inc. (VER) in Q4 2021, closing a stake of 7,063 shares — an estimated $319K sold.

Patriot Financial Group Insurance Agency first reported a position in VER in Q4 2016 and held it in 18 quarters. The position peaked at $580K in Q3 2018. 3 funds tracked by Wall St. Rank hold VER as of Q4 2021.

  • Patriot Financial Group Insurance Agency reported no remaining VEREIT, Inc. position as of Q4 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 7,063 VEREIT, Inc. shares in Q4 2021, an estimated $319K.
  • Patriot Financial Group Insurance Agency first reported a position in VEREIT, Inc. in Q4 2016 and held it in 18 quarters.
  • Patriot Financial Group Insurance Agency's VEREIT, Inc. position peaked at $580K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.