Sutton Wealth Advisors’s VEREIT, Inc. VER Stock Holding History

Sutton Wealth Advisors’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
2020 Q2	–	Sell	-67	Closed	-$1.63K	–	1312
2020 Q1	$1.63K	Buy	67 +25	+60%	+$1.06K	﹤0.01%	1056
2019 Q4	$1.95K	Hold	42	–	–	﹤0.01%	1066
2019 Q3	$2.06K	Hold	42	–	–	﹤0.01%	1051
2019 Q2	$1.9K	Hold	42	–	–	﹤0.01%	1060
2019 Q1	$1.77K	Buy	42 +21	+100%	+$839	﹤0.01%	1065
2018 Q4	$744	Hold	21	–	–	﹤0.01%	1059
2018 Q3	$755	Hold	21	–	–	﹤0.01%	1056
2018 Q2	$774	Sell	21 -8	-28%	-$281	﹤0.01%	1070
2018 Q1	$1.01K	Sell	29 -1,358	-98%	-$48.2K	﹤0.01%	1047
2017 Q4	$54K	Buy	1,387 +1,061	+325%	+$42.6K	0.04%	259
2017 Q3	$13.5K	Sell	326 -4	-1%	-$169	0.01%	680
2017 Q2	$13.4K	Hold	330	–	–	0.01%	670
2017 Q1	$14K	Hold	330	–	–	0.01%	631
2016 Q4	$14K	Buy	330 +4	+1%	+$177	0.01%	606
2016 Q3	$16.9K	Hold	326	–	–	0.02%	508
2016 Q2	$16.5K	Hold	326	–	–	0.02%	497
2016 Q1	$14.4K	Buy	+326	New	+$12.9K	0.01%	523

Other funds holding VER

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Sutton Wealth Advisors's VER Position: Q2 2020 in Review

Sutton Wealth Advisors sold out of VEREIT, Inc. (VER) in Q2 2020, closing a stake of 67 shares — an estimated $1.63K sold.

Sutton Wealth Advisors first reported a position in VER in Q1 2016 and held it in 17 quarters. The position peaked at $54K in Q4 2017. 419 funds tracked by Wall St. Rank hold VER as of Q2 2020.

Sutton Wealth Advisors reported no remaining VEREIT, Inc. position as of Q2 2020 after selling out during the quarter.
Sutton Wealth Advisors sold 67 VEREIT, Inc. shares in Q2 2020, an estimated $1.63K.
Sutton Wealth Advisors first reported a position in VEREIT, Inc. in Q1 2016 and held it in 17 quarters.
Sutton Wealth Advisors's VEREIT, Inc. position peaked at $54K in Q4 2017.
419 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q2 2020.

Based on Sutton Wealth Advisors's 13F filing for Q2 2020, filed 7 Nov 2023.