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Stratos Wealth Partners’s Veritone VERI Stock Holding History

Stratos Wealth Partners’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
2021
Q2 		– Sell
-8,660
Closed -$208K – 1224
2021
Q1 		$208K Buy
8,660
+1,500
+21% +$53.5K 0.01% 1027
2020
Q4 		$204K Buy
+7,160
New +$124K 0.01% 997
2018
Q4 		– Sell
-1,000
Closed -$10K – 2437
2018
Q3 		$10K Buy
+1,000
New +$13.2K ﹤0.01% 2204
2018
Q2 		– Sell
-500
Closed -$7K – 2520
2018
Q1 		$7K Buy
+500
New +$8.88K ﹤0.01% 2496

Other funds holding VERI

BAM
Banta Asset Management Newport Beach, California $99.5M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Stratos Wealth Partners's VERI Position: Q2 2021 in Review

Stratos Wealth Partners sold out of Veritone (VERI) in Q2 2021, closing a stake of 8,660 shares — an estimated $208K sold.

Stratos Wealth Partners first reported a position in VERI in Q1 2018 and held it in 4 quarters. The position peaked at $208K in Q1 2021. 115 funds tracked by Wall St. Rank hold VERI as of Q2 2021.

  • Stratos Wealth Partners reported no remaining Veritone position as of Q2 2021 after selling out during the quarter.
  • Stratos Wealth Partners sold 8,660 Veritone shares in Q2 2021, an estimated $208K.
  • Stratos Wealth Partners first reported a position in Veritone in Q1 2018 and held it in 4 quarters.
  • Stratos Wealth Partners's Veritone position peaked at $208K in Q1 2021.
  • 115 funds tracked by Wall St. Rank held Veritone as of Q2 2021.

Based on Stratos Wealth Partners's 13F filing for Q2 2021, filed 19 Jul 2021.