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 $254M AUM 4.59% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 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 $1.88T AUM 44.46% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

SVB Financial Group's VERO Position: Q4 2023 in Review

SVB Financial Group sold out of Venus Concept (VERO) in Q4 2023, closing a stake of 970 shares — an estimated $20.9K sold.

SVB Financial Group first reported a position in VERO in Q4 2022 and held it in 4 quarters. The position peaked at $51.2K in Q4 2022. 12 funds tracked by Wall St. Rank hold VERO as of Q4 2023.

  • SVB Financial Group reported no remaining Venus Concept position as of Q4 2023 after selling out during the quarter.
  • SVB Financial Group sold 970 Venus Concept shares in Q4 2023, an estimated $20.9K.
  • SVB Financial Group first reported a position in Venus Concept in Q4 2022 and held it in 4 quarters.
  • SVB Financial Group's Venus Concept position peaked at $51.2K in Q4 2022.
  • 12 funds tracked by Wall St. Rank held Venus Concept as of Q4 2023.

Based on SVB Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.