Question 1

How many shares of VERI does Creative Planning own?

Accepted Answer

Creative Planning previously held 0 shares of VERI (VERITONE INC) before exiting the position in 2021-Q1.

Question 2

What is Creative Planning's VERI position worth?

Accepted Answer

Creative Planning's VERI position was last reported at $0 in 2021-Q1 before the exit.

Question 3

Is Creative Planning buying or selling VERI?

Accepted Answer

In 2021-Q1, Creative Planning exited their VERI position entirely (-100.0% change in shares).

Question 4

When did Creative Planning first buy VERI?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in VERI in 2019-Q3. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2021-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$22.73	0
2020-Q4	Decreased	81,403	-22.2%	$2.3M	0.0%	$29.11	0
2020-Q3	Unchanged	104,582	0.0%	$958,000	0.0%	$9.37	0
2020-Q2	Unchanged	104,582	0.0%	$1.6M	0.0%	$16.93	0
2020-Q1	Decreased	104,582	-0.3%	$244,000	0.0%	$2.42	0
2019-Q4	Increased	104,912	+3.7%	$261,000	0.0%	$2.37	24
2019-Q3	New	101,162	-	$361,000	0.0%	$3.68	33

VERI7 quarters

VERI
7 quarters