Wambolt & Associates’s Veritone VERI Stock Holding History

Wambolt & Associates’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
2022 Q1	–	Sell	-10,000	Closed	-$225K	–	243
2021 Q4	$225K	Hold	10,000	–	–	0.08%	229
2021 Q3	$233K	Hold	10,000	–	–	0.09%	218
2021 Q2	$202K	Hold	10,000	–	–	0.09%	238
2021 Q1	$245K	Hold	10,000	–	–	0.13%	193
2020 Q4	$285K	Hold	10,000	–	–	0.17%	171
2020 Q3	$92K	Hold	10,000	–	–	0.07%	179
2020 Q2	$149K	Buy	+10,000	New	+$84K	0.12%	174

Other funds holding VERI

BAM

Banta Asset Management Newport Beach, California $112M AUM

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Wambolt & Associates's VERI Position: Q1 2022 in Review

Wambolt & Associates sold out of Veritone (VERI) in Q1 2022, closing a stake of 10,000 shares — an estimated $225K sold.

Wambolt & Associates first reported a position in VERI in Q2 2020 and held it in 7 quarters. The position peaked at $285K in Q4 2020. 117 funds tracked by Wall St. Rank hold VERI as of Q1 2022.

Wambolt & Associates reported no remaining Veritone position as of Q1 2022 after selling out during the quarter.
Wambolt & Associates sold 10,000 Veritone shares in Q1 2022, an estimated $225K.
Wambolt & Associates first reported a position in Veritone in Q2 2020 and held it in 7 quarters.
Wambolt & Associates's Veritone position peaked at $285K in Q4 2020.
117 funds tracked by Wall St. Rank held Veritone as of Q1 2022.

Based on Wambolt & Associates's 13F filing for Q1 2022, filed 10 May 2022.