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Sowell Financial Services’s Veritone VERI Stock Holding History

Sowell Financial Services’s Portfolio VERI Stock Details VERI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,000
Closed -$5K – 2700
2019
Q4 		$5K Hold
2,000
– – ﹤0.01% 1925
2019
Q3 		$7K Buy
+2,000
New +$11.4K ﹤0.01% 1655

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UIC
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HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Sowell Financial Services's VERI Position: Q1 2020 in Review

Sowell Financial Services sold out of Veritone (VERI) in Q1 2020, closing a stake of 2,000 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in VERI in Q3 2019 and held it in 2 quarters. The position peaked at $7K in Q3 2019. 32 funds tracked by Wall St. Rank hold VERI as of Q1 2020.

  • Sowell Financial Services reported no remaining Veritone position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 2,000 Veritone shares in Q1 2020, an estimated $5K.
  • Sowell Financial Services first reported a position in Veritone in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Veritone position peaked at $7K in Q3 2019.
  • 32 funds tracked by Wall St. Rank held Veritone as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.