AWM
VRN

Accel Wealth Management’s Veren VRN Stock Holding History

Accel Wealth Management’s Portfolio VRN Stock Details VRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-300
Closed -$1K – 923
2021
Q1 		$1K Hold
300
– – ﹤0.01% 863
2020
Q4 		$1K Buy
+300
New +$513 ﹤0.01% 827

Other funds holding VRN

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $661M AUM 63.05% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Accel Wealth Management's VRN Position: Q2 2021 in Review

Accel Wealth Management sold out of Veren (VRN) in Q2 2021, closing a stake of 300 shares — an estimated $1K sold.

Accel Wealth Management first reported a position in VRN in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 131 funds tracked by Wall St. Rank hold VRN as of Q2 2021.

  • Accel Wealth Management reported no remaining Veren position as of Q2 2021 after selling out during the quarter.
  • Accel Wealth Management sold 300 Veren shares in Q2 2021, an estimated $1K.
  • Accel Wealth Management first reported a position in Veren in Q4 2020 and held it in 2 quarters.
  • Accel Wealth Management's Veren position peaked at $1K in Q1 2021.
  • 131 funds tracked by Wall St. Rank held Veren as of Q2 2021.

Based on Accel Wealth Management's 13F filing for Q2 2021, filed 3 Aug 2021.