SFS
VER

Sowell Financial Services’s VEREIT, Inc. VER Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-775
Closed -$36K – 3175
2021
Q1 		$36K Hold
775
– – ﹤0.01% 1801
2020
Q4 		$29K Sell
775
-1
-0.1% -$36 ﹤0.01% 1597
2020
Q3 		$25K Sell
776
-200
-20% -$6.59K ﹤0.01% 1472
2020
Q2 		$31K Sell
976
-1,070
-52% -$29.8K ﹤0.01% 1329
2020
Q1 		$50K Sell
2,046
-477
-19% -$20.1K ﹤0.01% 1067
2019
Q4 		$117K Sell
2,523
-160
-6% -$7.67K 0.01% 868
2019
Q3 		$131K Buy
+2,683
New +$127K 0.01% 758
2019
Q1 		$174K Buy
+4,168
New +$166K 0.02% 539
2016
Q4 		– Hold
0
– – – 444

Other funds holding VER

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's VER Position: Q2 2021 in Review

Sowell Financial Services sold out of VEREIT, Inc. (VER) in Q2 2021, closing a stake of 775 shares — an estimated $36K sold.

Sowell Financial Services first reported a position in VER in Q1 2019 and held it in 8 quarters. The position peaked at $174K in Q1 2019. 375 funds tracked by Wall St. Rank hold VER as of Q2 2021.

  • Sowell Financial Services reported no remaining VEREIT, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 775 VEREIT, Inc. shares in Q2 2021, an estimated $36K.
  • Sowell Financial Services first reported a position in VEREIT, Inc. in Q1 2019 and held it in 8 quarters.
  • Sowell Financial Services's VEREIT, Inc. position peaked at $174K in Q1 2019.
  • 375 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.