WAP
VER

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

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.37B AUM 63.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return