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Steward Partners Investment Advisory’s Veritone VERI Stock Holding History

Steward Partners Investment Advisory’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
2023
Q4 		– Sell
-1,000
Closed -$2.58K – 3584
2023
Q3 		$2.58K Hold
1,000
– – ﹤0.01% 3032
2023
Q2 		$3.92K Buy
+1,000
New +$4.37K ﹤0.01% 2870
2018
Q2 		– Sell
-150
Closed -$2K – 2551
2018
Q1 		$2K Buy
+150
New +$2.66K ﹤0.01% 2049

Other funds holding VERI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $112M AUM
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Partners Investment Advisory's VERI Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of Veritone (VERI) in Q4 2023, closing a stake of 1,000 shares — an estimated $2.58K sold.

Steward Partners Investment Advisory first reported a position in VERI in Q1 2018 and held it in 3 quarters. The position peaked at $3.92K in Q2 2023. 68 funds tracked by Wall St. Rank hold VERI as of Q4 2023.

  • Steward Partners Investment Advisory reported no remaining Veritone position as of Q4 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,000 Veritone shares in Q4 2023, an estimated $2.58K.
  • Steward Partners Investment Advisory first reported a position in Veritone in Q1 2018 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Veritone position peaked at $3.92K in Q2 2023.
  • 68 funds tracked by Wall St. Rank held Veritone as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.