Wells Fargo
VERY

Wells Fargo’s Vericity, Inc. Common Stock VERY Stock Holding History

Wells Fargo’s Portfolio VERY Stock Details VERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16
Closed -$182 – 7655
2024
Q1 		$182 Hold
16
– – ﹤0.01% 6513
2023
Q4 		$179 Buy
16
+1
+7% +$11 ﹤0.01% 6639
2023
Q3 		$89 Hold
15
– – ﹤0.01% 6804
2023
Q2 		$90 Buy
15
+1
+7% +$7 ﹤0.01% 6898
2023
Q1 		$109 Hold
14
– – ﹤0.01% 6916
2022
Q4 		$105 Hold
14
– – ﹤0.01% 6781
2022
Q3 		$0 Sell
14
-1
-7% -$7 ﹤0.01% 7607
2022
Q2 		$0 Buy
15
+1
+7% +$7 ﹤0.01% 7718
2022
Q1 		$0 Hold
14
– – ﹤0.01% 8051
2021
Q4 		$0 Hold
14
– – ﹤0.01% 8000
2021
Q3 		$0 Buy
14
+3
+27% +$26 ﹤0.01% 7687
2021
Q2 		$0 Sell
11
-629
-98% -$6.27K ﹤0.01% 7622
2021
Q1 		$6K Sell
640
-435
-40% -$4.35K ﹤0.01% 6471
2020
Q4 		$11K Buy
1,075
+453
+73% +$4.86K ﹤0.01% 6009
2020
Q3 		$6K Sell
622
-446
-42% -$3.99K ﹤0.01% 5996
2020
Q2 		$11K Buy
+1,068
New +$12K ﹤0.01% 5834

Other funds holding VERY

SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo's VERY Position: Q2 2024 in Review

Wells Fargo sold out of Vericity, Inc. Common Stock (VERY) in Q2 2024, closing a stake of 16 shares — an estimated $182 sold.

Wells Fargo first reported a position in VERY in Q2 2020 and held it in 16 quarters. The position peaked at $11K in Q4 2020. 16 funds tracked by Wall St. Rank hold VERY as of Q2 2024.

  • Wells Fargo reported no remaining Vericity, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 16 Vericity, Inc. Common Stock shares in Q2 2024, an estimated $182.
  • Wells Fargo first reported a position in Vericity, Inc. Common Stock in Q2 2020 and held it in 16 quarters.
  • Wells Fargo's Vericity, Inc. Common Stock position peaked at $11K in Q4 2020.
  • 16 funds tracked by Wall St. Rank held Vericity, Inc. Common Stock as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.