Veritable, L.P. Closed Holding Positions

Veritable, L.P.

  • $0
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
Corelogic Inc
Q2 2021 Filed on Aug 16, 2021
2,729
N/A
RIO
Rio Tinto PLC

Basic Materials
Q2 2021 Filed on Aug 16, 2021
5,869
$77.98 - $94.65 $458K - $556K
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 16, 2021
6,973
N/A
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q2 2021 Filed on Aug 16, 2021
5,400
$49.5 - $49.73 $267K - $269K
VALE
Vale S.A.

Basic Materials
Q2 2021 Filed on Aug 16, 2021
13,805
$17.12 - $22.81 $236K - $315K
Wpx Energy Inc
Q1 2021 Filed on May 17, 2021
26,448
N/A
TPIC
Tpi Composites, Inc

Industrials
Q1 2021 Filed on May 17, 2021
5,337
$40.68 - $78.74 $217K - $420K
NTLA
Intellia Therapeutics, Inc.

Healthcare
Q1 2021 Filed on May 17, 2021
5,046
$46.59 - $83.68 $235K - $422K
FXI
Ishares Tr

ETFs
Q1 2021 Filed on May 17, 2021
4,335
$45.11 - $54.47 $196K - $236K
Social Cap Hedspia Hldg CO I
Q1 2021 Filed on May 17, 2021
13,450
N/A
Renewable Energy Group Inc
Q1 2021 Filed on May 17, 2021
3,314
N/A
Tiffany & CO New
Q1 2021 Filed on May 17, 2021
3,585
N/A
AYX
Alteryx, Inc.

Technology
Q1 2021 Filed on May 17, 2021
2,085
$79.46 - $138.66 $166K - $289K
Bristol Myers Squibb CO
Q1 2021 Filed on May 17, 2021
12,428
N/A
SNN
Smith & Nephew PLC

Healthcare
Q1 2021 Filed on May 17, 2021
5,211
$36.75 - $45.88 $192K - $239K
VIRT
Virtu Financial, Inc.

Financial Services
Q4 2020 Filed on Feb 11, 2021
9,180
$21.38 - $25.26 $196K - $232K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q4 2020 Filed on Feb 11, 2021
8,820
$25.32 - $31.87 $223K - $281K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2020 Filed on Feb 11, 2021
11,217
N/A
Bk Of America Corp
Q4 2020 Filed on Feb 11, 2021
240
N/A
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q4 2020 Filed on Feb 11, 2021
116,669
$10.64 - $11.17 $1.24M - $1.3M
Cyrusone Inc
Q4 2020 Filed on Feb 11, 2021
2,941
N/A
BXP
Boston Properties Inc

Real Estate
Q4 2020 Filed on Feb 11, 2021
2,815
$71.15 - $105.32 $200K - $296K
Vereit Inc
Q4 2020 Filed on Feb 11, 2021
11,412
N/A
Perspecta Inc
Q4 2020 Filed on Feb 11, 2021
10,672
N/A
LYG
Lloyds Banking Group PLC

Financial Services
Q4 2020 Filed on Feb 11, 2021
26,008
$1.31 - $2.09 $34.1K - $54.4K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q4 2020 Filed on Feb 11, 2021
6,442
$35.59 - $41.99 $229K - $270K
Unilever N V
Q4 2020 Filed on Feb 11, 2021
139,405
N/A
Seattle Genetics Inc
Q4 2020 Filed on Feb 11, 2021
1,024
N/A
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q4 2020 Filed on Feb 11, 2021
2,950
$65.49 - $73.81 $193K - $218K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
Q3 2020 Filed on Nov 13, 2020
18,904
$13.41 - $16.83 $254K - $318K
HIW
Highwoods Properties, Inc.

Real Estate
Q3 2020 Filed on Nov 13, 2020
9,888
$32.28 - $39.85 $319K - $394K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q3 2020 Filed on Nov 13, 2020
21,575
$24.69 - $27.81 $533K - $600K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q3 2020 Filed on Nov 13, 2020
37,209
$25.58 - $29.03 $952K - $1.08M
CUZ
Cousins Properties Inc

Real Estate
Q3 2020 Filed on Nov 13, 2020
11,315
$26.86 - $32.53 $304K - $368K
Gci Liberty Inc
Q3 2020 Filed on Nov 13, 2020
14,732
N/A
GTES
Gates Industrial Corp PLC

Industrials
Q3 2020 Filed on Nov 13, 2020
12,575
$9.73 - $12.38 $122K - $156K
DLB
Dolby Laboratories, Inc.

Industrials
Q3 2020 Filed on Nov 13, 2020
3,777
$64.06 - $71.0 $242K - $268K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q3 2020 Filed on Nov 13, 2020
51,556
$17.25 - $22.13 $889K - $1.14M
CRON
Cronos Group Inc.

Healthcare
Q3 2020 Filed on Nov 13, 2020
14,000
$4.96 - $7.08 $69.4K - $99.1K
Federal Realty Invt Tr
Q3 2020 Filed on Nov 13, 2020
5,052
N/A
Apartment Invt & Mgmt CO
Q3 2020 Filed on Nov 13, 2020
13,411
N/A
Columbia Ppty Tr Inc
Q3 2020 Filed on Nov 13, 2020
15,658
N/A
Iac Interactivecorp
Q3 2020 Filed on Nov 13, 2020
840
N/A
ACC
American Campus Communities Inc

Real Estate
Q3 2020 Filed on Nov 13, 2020
7,032
$31.3 - $37.5 $220K - $264K
STAG
Stag Industrial, Inc.

Real Estate
Q3 2020 Filed on Nov 13, 2020
14,030
$28.84 - $33.76 $405K - $474K
FWONK
Liberty Media Corp

Communication Services
Q3 2020 Filed on Nov 13, 2020
6,931
$32.5 - $40.25 $225K - $279K
SRC
Spirit Realty Capital, Inc.

Real Estate
Q3 2020 Filed on Nov 13, 2020
13,353
$31.68 - $37.51 $423K - $501K
Quidel Corp
Q3 2020 Filed on Nov 13, 2020
897
N/A
Royal Dutch Shell PLC
Q3 2020 Filed on Nov 13, 2020
16,257
N/A
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