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Atria Wealth Solutions’s Vermilion Energy VET Stock Holding History

Atria Wealth Solutions’s Portfolio VET Stock Details VET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,082
Closed -$104K – 2087
2024
Q4 		$104K Sell
11,082
-1,857
-14% -$18.1K ﹤0.01% 1897
2024
Q3 		$126K Buy
12,939
+154
+1% +$1.56K ﹤0.01% 1845
2024
Q2 		$141K Sell
12,785
-710
-5% -$8.44K ﹤0.01% 1824
2024
Q1 		$169K Sell
13,495
-459
-3% -$5.14K ﹤0.01% 1848
2023
Q4 		$168K Buy
13,954
+2,701
+24% +$35.7K ﹤0.01% 1806
2023
Q3 		$165K Buy
11,253
+670
+6% +$9.43K ﹤0.01% 1737
2023
Q2 		$132K Buy
+10,583
New +$131K ﹤0.01% 1757

Other funds holding VET

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LAII
LM Asset (IM) Inc Vancouver, British Columbia, Canada $161M AUM 77.63% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's VET Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Vermilion Energy (VET) in Q1 2025, closing a stake of 11,082 shares — an estimated $104K sold.

Atria Wealth Solutions first reported a position in VET in Q2 2023 and held it in 7 quarters. The position peaked at $169K in Q1 2024. 155 funds tracked by Wall St. Rank hold VET as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Vermilion Energy position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,082 Vermilion Energy shares in Q1 2025, an estimated $104K.
  • Atria Wealth Solutions first reported a position in Vermilion Energy in Q2 2023 and held it in 7 quarters.
  • Atria Wealth Solutions's Vermilion Energy position peaked at $169K in Q1 2024.
  • 155 funds tracked by Wall St. Rank held Vermilion Energy as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.