SageView Advisory Group’s Vericity, Inc. Common Stock VERY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-130,337
Closed -$1.49M 584
2024
Q2
$1.49M Buy
+130,337
New +$1.48M 0.07% 167
2023
Q2
Sell
-327,782
Closed -$2.42M 555
2023
Q1
$2.42M Hold
327,782
0.15% 98
2022
Q4
$2.46M Buy
+327,782
New +$2.31M 0.2% 79

SageView Advisory Group's VERY Position: Q3 2024 in Review

SageView Advisory Group sold out of Vericity, Inc. Common Stock (VERY) in Q3 2024, closing a stake of 130,337 shares — an estimated $1.49M sold.

SageView Advisory Group first reported a position in VERY in Q4 2022 and held it in 3 quarters. The position peaked at $2.46M in Q4 2022. 0 funds tracked by Wall St. Rank hold VERY as of Q3 2024.

  • SageView Advisory Group reported no remaining Vericity, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • SageView Advisory Group sold 130,337 Vericity, Inc. Common Stock shares in Q3 2024, an estimated $1.49M.
  • SageView Advisory Group first reported a position in Vericity, Inc. Common Stock in Q4 2022 and held it in 3 quarters.
  • SageView Advisory Group's Vericity, Inc. Common Stock position peaked at $2.46M in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Vericity, Inc. Common Stock as of Q3 2024.

Based on SageView Advisory Group's 13F filing for Q3 2024, filed 14 Nov 2024.