Stifel Financial
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Stifel Financial’s Veritone VERI Stock Holding History

Stifel Financial’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
Q2 		– Sell
-62,288
Closed -$363K – 3422
2023
Q1 		$363K Sell
62,288
-21,710
-26% -$149K ﹤0.01% 2691
2022
Q4 		$445K Buy
83,998
+7,888
+10% +$50.6K ﹤0.01% 2544
2022
Q3 		$428K Buy
+76,110
New +$535K ﹤0.01% 2522

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 $99.5M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial's VERI Position: Q2 2023 in Review

Stifel Financial sold out of Veritone (VERI) in Q2 2023, closing a stake of 62,288 shares — an estimated $363K sold.

Stifel Financial first reported a position in VERI in Q3 2022 and held it in 3 quarters. The position peaked at $445K in Q4 2022. 72 funds tracked by Wall St. Rank hold VERI as of Q2 2023.

  • Stifel Financial reported no remaining Veritone position as of Q2 2023 after selling out during the quarter.
  • Stifel Financial sold 62,288 Veritone shares in Q2 2023, an estimated $363K.
  • Stifel Financial first reported a position in Veritone in Q3 2022 and held it in 3 quarters.
  • Stifel Financial's Veritone position peaked at $445K in Q4 2022.
  • 72 funds tracked by Wall St. Rank held Veritone as of Q2 2023.

Based on Stifel Financial's 13F filing for Q2 2023, filed 14 Aug 2023.