Stockman Wealth Management’s Vericity, Inc. Common Stock VERY Stock Holding History

Stockman Wealth Management’s Portfolio VERY Stock Details VERY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-11,196	Closed	-$67.5K	–	202
2023 Q2	$67.5K	Buy	+11,196	New	+$76K	0.01%	191
2021 Q3	–	Sell	-14,500	Closed	-$143K	–	202
2021 Q2	$143K	Buy	+14,500	New	+$145K	0.03%	194
2021 Q1	–	Sell	-16,962	Closed	-$170K	–	203
2020 Q4	$170K	Buy	+16,962	New	+$182K	0.05%	183
2020 Q2	–	Sell	-31,182	Closed	-$248K	–	169
2020 Q1	$248K	Sell	31,182 -1,000	-3%	-$12.5K	0.11%	117
2019 Q4	$405K	Sell	32,182 -4,990	-13%	-$80.8K	0.14%	111
2019 Q3	$520K	Buy	+37,172	New	+$566K	0.2%	87

Other funds holding VERY

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stockman Wealth Management's VERY Position: Q3 2023 in Review

Stockman Wealth Management sold out of Vericity, Inc. Common Stock (VERY) in Q3 2023, closing a stake of 11,196 shares — an estimated $67.5K sold.

Stockman Wealth Management first reported a position in VERY in Q3 2019 and held it in 6 quarters. The position peaked at $520K in Q3 2019. 10 funds tracked by Wall St. Rank hold VERY as of Q3 2023.

Stockman Wealth Management reported no remaining Vericity, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Stockman Wealth Management sold 11,196 Vericity, Inc. Common Stock shares in Q3 2023, an estimated $67.5K.
Stockman Wealth Management first reported a position in Vericity, Inc. Common Stock in Q3 2019 and held it in 6 quarters.
Stockman Wealth Management's Vericity, Inc. Common Stock position peaked at $520K in Q3 2019.
10 funds tracked by Wall St. Rank held Vericity, Inc. Common Stock as of Q3 2023.

Based on Stockman Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.