Atria Wealth Solutions’s Veren VRN Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-40,000	Closed	-$328K	–	2087
2024 Q1	$328K	Hold	40,000	–	–	﹤0.01%	1502
2023 Q4	$279K	Hold	40,000	–	–	﹤0.01%	1549
2023 Q3	$333K	Hold	40,000	–	–	﹤0.01%	1350
2023 Q2	$270K	Hold	40,000	–	–	﹤0.01%	1508
2023 Q1	$282K	Hold	40,000	–	–	﹤0.01%	1454
2022 Q4	$285K	Buy	40,000 +6,000	+18%	+$44.5K	﹤0.01%	1394
2022 Q3	$211K	Buy	34,000 +15,000	+79%	+$107K	﹤0.01%	1525
2022 Q2	$135K	Buy	+19,000	New	+$149K	﹤0.01%	1505

Other funds holding VRN

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Ninepoint Partners Toronto, Ontario, Canada $843M AUM 39.64% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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

Arrowstreet Capital

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

Dimensional Fund Advisors

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