Wealthcare Advisory Partners’s VEREIT, Inc. VER Stock Holding History

Wealthcare Advisory Partners’s Portfolio VER Stock Details VER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-149	Closed	-$6K	–	2110
2021 Q1	$6K	Buy	+149	New	+$5.58K	﹤0.01%	1621
2019 Q4	–	Sell	-2,000	Closed	-$98K	–	1459
2019 Q3	$98K	Hold	2,000	–	–	0.01%	393
2019 Q2	$90K	Hold	2,000	–	–	0.01%	402
2019 Q1	$84K	Hold	2,000	–	–	0.01%	367
2018 Q4	$72K	Hold	2,000	–	–	0.01%	364
2018 Q3	$73K	Hold	2,000	–	–	0.01%	391
2018 Q2	$74K	Sell	2,000 -705	-26%	-$24.7K	0.01%	385
2018 Q1	$94K	Buy	2,705 +665	+33%	+$23.6K	0.02%	289
2017 Q4	$79K	Buy	2,040 +2,000	+5,000%	+$80.2K	0.02%	302
2017 Q3	$2K	Buy	+40	New	+$1.69K	﹤0.01%	788

Other funds holding VER

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthcare Advisory Partners's VER Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of VEREIT, Inc. (VER) in Q2 2021, closing a stake of 149 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in VER in Q3 2017 and held it in 10 quarters. The position peaked at $98K in Q3 2019. 375 funds tracked by Wall St. Rank hold VER as of Q2 2021.

Wealthcare Advisory Partners reported no remaining VEREIT, Inc. position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 149 VEREIT, Inc. shares in Q2 2021, an estimated $6K.
Wealthcare Advisory Partners first reported a position in VEREIT, Inc. in Q3 2017 and held it in 10 quarters.
Wealthcare Advisory Partners's VEREIT, Inc. position peaked at $98K in Q3 2019.
375 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.