SWM
VERU icon

Selective Wealth Management’s Veru VERU Stock Holding History

Selective Wealth Management’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
2022
Q1 		– Sell
-1,000
Closed -$59K – 798
2021
Q4 		$59K Hold
1,000
– – 0.02% 252
2021
Q3 		$85K Buy
+1,000
New +$79.4K 0.05% 202

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Selective Wealth Management's VERU Position: Q1 2022 in Review

Selective Wealth Management sold out of Veru (VERU) in Q1 2022, closing a stake of 1,000 shares — an estimated $59K sold.

Selective Wealth Management first reported a position in VERU in Q3 2021 and held it in 2 quarters. The position peaked at $85K in Q3 2021. 97 funds tracked by Wall St. Rank hold VERU as of Q1 2022.

  • Selective Wealth Management reported no remaining Veru position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,000 Veru shares in Q1 2022, an estimated $59K.
  • Selective Wealth Management first reported a position in Veru in Q3 2021 and held it in 2 quarters.
  • Selective Wealth Management's Veru position peaked at $85K in Q3 2021.
  • 97 funds tracked by Wall St. Rank held Veru as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.