Arkadios Wealth Advisors’s Veren VRN Stock Holding History

Arkadios Wealth Advisors’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
2025 Q1	–	Sell	-11,513	Closed	-$59.2K	–	1193
2024 Q4	$59.2K	Buy	+11,513	New	+$63.2K	﹤0.01%	901

Other funds holding VRN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arkadios Wealth Advisors's VRN Position: Q1 2025 in Review

Arkadios Wealth Advisors sold out of Veren (VRN) in Q1 2025, closing a stake of 11,513 shares — an estimated $59.2K sold.

Arkadios Wealth Advisors first reported a position in VRN in Q4 2024 and held it in 1 quarter. The position peaked at $59.2K in Q4 2024. 200 funds tracked by Wall St. Rank hold VRN as of Q1 2025.

Arkadios Wealth Advisors reported no remaining Veren position as of Q1 2025 after selling out during the quarter.
Arkadios Wealth Advisors sold 11,513 Veren shares in Q1 2025, an estimated $59.2K.
Arkadios Wealth Advisors first reported a position in Veren in Q4 2024 and held it in 1 quarter.
Arkadios Wealth Advisors's Veren position peaked at $59.2K in Q4 2024.
200 funds tracked by Wall St. Rank held Veren as of Q1 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.