EW
VRN

Evoke Wealth’s Veren VRN Stock Holding History

Evoke Wealth’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
2020
Q3 		– Sell
-236
Closed – – 1148
2020
Q2 		$0 Buy
+236
New +$326 ﹤0.01% 1206
2020
Q1 		– Sell
-108
Closed -$484 – 1371
2019
Q4 		$484 Hold
108
– – ﹤0.01% 1194
2019
Q3 		$460 Buy
+108
New +$374 ﹤0.01% 1360

Other funds holding VRN

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $939M AUM 31.43% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SRAIM
Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada $1.39B AUM 49.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Evoke Wealth's VRN Position: Q3 2020 in Review

Evoke Wealth sold out of Veren (VRN) in Q3 2020, closing a stake of 236 shares.

Evoke Wealth first reported a position in VRN in Q3 2019 and held it in 3 quarters. The position peaked at $484 in Q4 2019. 107 funds tracked by Wall St. Rank hold VRN as of Q3 2020.

  • Evoke Wealth reported no remaining Veren position as of Q3 2020 after selling out during the quarter.
  • Evoke Wealth sold 236 Veren shares in Q3 2020.
  • Evoke Wealth first reported a position in Veren in Q3 2019 and held it in 3 quarters.
  • Evoke Wealth's Veren position peaked at $484 in Q4 2019.
  • 107 funds tracked by Wall St. Rank held Veren as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.