Sterling Financial Planning’s VEREIT, Inc. VER Stock Holding History

Sterling Financial Planning’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 Q4	–	Sell	-1,272	Closed	-$58K	–	426
2021 Q3	$58K	Sell	1,272 -656	-34%	-$31.9K	0.04%	172
2021 Q2	$89K	Sell	1,928 -280	-13%	-$12.7K	0.06%	126
2021 Q1	$85K	Hold	2,208	–	–	0.06%	115
2020 Q4	$83K	Buy	+2,208	New	+$78.4K	0.07%	112

Other funds holding VER

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

Sterling Financial Planning's VER Position: Q4 2021 in Review

Sterling Financial Planning sold out of VEREIT, Inc. (VER) in Q4 2021, closing a stake of 1,272 shares — an estimated $58K sold.

Sterling Financial Planning first reported a position in VER in Q4 2020 and held it in 4 quarters. The position peaked at $89K in Q2 2021. 3 funds tracked by Wall St. Rank hold VER as of Q4 2021.

Sterling Financial Planning reported no remaining VEREIT, Inc. position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 1,272 VEREIT, Inc. shares in Q4 2021, an estimated $58K.
Sterling Financial Planning first reported a position in VEREIT, Inc. in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's VEREIT, Inc. position peaked at $89K in Q2 2021.
3 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.