SFG
VERO

SVB Financial Group’s Venus Concept VERO Stock Holding History

SVB Financial Group’s Portfolio VERO Stock Details VERO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-970
Closed -$20.9K – 20
2023
Q3 		$20.9K Hold
970
– – 0.04% 19
2023
Q2 		$22.7K Hold
970
– – 0.04% 23
2023
Q1 		$35K Hold
970
– – 0.07% 26
2022
Q4 		$51.2K Buy
+970
New +$43.6K 0.14% 25

Other funds holding VERO

EWM
Essex Woodlands Management The Woodlands, Texas $251M AUM 13.72% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $677M AUM 57.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $957M AUM 18.71% 1-Year Est. Return