Latest statistics and disclosures from Veritable's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are Amr, and represent % of Veritable's stock portfolio.
  • Added to shares of these 1 stock: Amr.
  • Started 1 new stock position in Amr.
  • Reduced shares in these 10 stocks: , IVV (-$603M), VOO (-$511M), , IJH (-$315M), IWB (-$284M), VYM (-$150M), IWR (-$149M), IWM (-$136M), AAPL (-$129M).
  • Sold out of its positions in AFL, AGCO, AES, AMLP, T, ASX, ABT, ABBV, Activision Blizzard, ADX.
  • Veritable was a net seller of stock by $-6.5B.
  • Central Index Key (CIK): 0001300311

Tip: Access up to 7 years of quarterly data

Positions held by Veritable consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Veritable

Veritable holds 1 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
N/a N/a 0.0 $0 NEW 0 0.00
 View chart

Past Filings by Veritable

SEC 13F filings are viewable for Veritable going back to 2010

View all past filings