SFS
VRE

Sowell Financial Services’s Veris Residential VRE Stock Holding History

Sowell Financial Services’s Portfolio VRE Stock Details VRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-200
Closed -$3K – 2684
2021
Q1 		$3K Hold
200
– – ﹤0.01% 2768
2020
Q4 		$2K Sell
200
-63
-24% -$803 ﹤0.01% 2505
2020
Q3 		$3K Hold
263
– – ﹤0.01% 2168
2020
Q2 		$4K Hold
263
– – ﹤0.01% 1996
2020
Q1 		$4K Hold
263
– – ﹤0.01% 1931
2019
Q4 		$6K Hold
263
– – ﹤0.01% 1871
2019
Q3 		$6K Buy
+263
New +$5.85K ﹤0.01% 1720

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BC
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Fidelity Investments
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H2CM
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Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Balyasny Asset Management
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Sowell Financial Services's VRE Position: Q2 2021 in Review

Sowell Financial Services sold out of Veris Residential (VRE) in Q2 2021, closing a stake of 200 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in VRE in Q3 2019 and held it in 7 quarters. The position peaked at $6K in Q4 2019. 178 funds tracked by Wall St. Rank hold VRE as of Q2 2021.

  • Sowell Financial Services reported no remaining Veris Residential position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 200 Veris Residential shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in Veris Residential in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Veris Residential position peaked at $6K in Q4 2019.
  • 178 funds tracked by Wall St. Rank held Veris Residential as of Q2 2021.

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