TCI Wealth Advisors’s Veritone VERI Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-628	Closed	-$3.66K	–	2155
2023 Q1	$3.66K	Buy	+628	New	+$4.32K	﹤0.01%	1737
2022 Q1	–	Sell	-177	Closed	-$4K	–	2464
2021 Q4	$4K	Buy	177 +68	+62%	+$1.75K	﹤0.01%	1913
2021 Q3	$3K	Hold	109	–	–	﹤0.01%	2025
2021 Q2	$2K	Buy	109 +48	+79%	+$1.04K	﹤0.01%	2110
2021 Q1	$1K	Buy	+61	New	+$2.17K	﹤0.01%	2118

Other funds holding VERI

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

BAM

Banta Asset Management Newport Beach, California $112M AUM

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCI Wealth Advisors's VERI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Veritone (VERI) in Q2 2023, closing a stake of 628 shares — an estimated $3.66K sold.

TCI Wealth Advisors first reported a position in VERI in Q1 2021 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 72 funds tracked by Wall St. Rank hold VERI as of Q2 2023.

TCI Wealth Advisors reported no remaining Veritone position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 628 Veritone shares in Q2 2023, an estimated $3.66K.
TCI Wealth Advisors first reported a position in Veritone in Q1 2021 and held it in 5 quarters.
TCI Wealth Advisors's Veritone position peaked at $4K in Q4 2021.
72 funds tracked by Wall St. Rank held Veritone as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.