TWM
VRSN icon

Trevian Wealth Management’s VeriSign VRSN Stock Holding History

Trevian Wealth Management’s Portfolio VRSN Stock Details VRSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,931
Closed -$343K – 32
2024
Q2 		$343K Hold
1,931
– – 1.71% 11
2024
Q1 		$366K Hold
1,931
– – 0.25% 22
2023
Q4 		$398K Hold
1,931
– – 0.31% 20
2023
Q3 		$391K Hold
1,931
– – 0.36% 21
2023
Q2 		$436K Hold
1,931
– – 3.48% 5
2023
Q1 		$408K Hold
1,931
– – 0.38% 20
2022
Q4 		$397K Hold
1,931
– – 0.43% 22
2022
Q3 		$335K Hold
1,931
– – 0.38% 23
2022
Q2 		$323K Buy
1,931
+925
+92% +$170K 0.35% 23
2022
Q1 		$224K Hold
1,006
– – 0.22% 34
2021
Q4 		$255K Buy
+1,006
New +$233K 0.24% 37

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BlackRock
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Ninety One (UK)
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State Street
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Renaissance Technologies
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return