AAP
VRN

Arax Advisory Partners’s Veren VRN Stock Holding History

Arax Advisory Partners’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
2024
Q3 		– Sell
-502
Closed -$3.95K – 2660
2024
Q2 		$3.95K Hold
502
– – ﹤0.01% 1693
2024
Q1 		$4.11K Buy
+502
New +$3.52K ﹤0.01% 940

Other funds holding VRN

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

Arax Advisory Partners's VRN Position: Q3 2024 in Review

Arax Advisory Partners sold out of Veren (VRN) in Q3 2024, closing a stake of 502 shares — an estimated $3.95K sold.

Arax Advisory Partners first reported a position in VRN in Q1 2024 and held it in 2 quarters. The position peaked at $4.11K in Q1 2024. 193 funds tracked by Wall St. Rank hold VRN as of Q3 2024.

  • Arax Advisory Partners reported no remaining Veren position as of Q3 2024 after selling out during the quarter.
  • Arax Advisory Partners sold 502 Veren shares in Q3 2024, an estimated $3.95K.
  • Arax Advisory Partners first reported a position in Veren in Q1 2024 and held it in 2 quarters.
  • Arax Advisory Partners's Veren position peaked at $4.11K in Q1 2024.
  • 193 funds tracked by Wall St. Rank held Veren as of Q3 2024.

Based on Arax Advisory Partners's 13F filing for Q3 2024, filed 6 Nov 2024.