Financial Gravity Asset Management’s Veren VRN Stock Holding History

Financial Gravity Asset Management’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	-11	Closed	-$92	–	2481
2024 Q1	$92	Buy	+11	New	+$77	﹤0.01%	1751
2023 Q3	–	Sell	-7	Closed	-$75	–	1802
2023 Q2	$75	Buy	+7	New	+$49	﹤0.01%	1341
2023 Q1	–	Sell	-7	Closed	-$80	–	1705
2022 Q4	$80	Buy	+7	New	+$52	﹤0.01%	1153
2020 Q1	–	Sell	-1,500	Closed	-$7K	–	1392
2019 Q4	$7K	Sell	1,500 -1,400	-48%	-$5.47K	﹤0.01%	1242
2019 Q3	$12K	Hold	2,900	–	–	0.01%	585
2019 Q2	$10K	Buy	+2,900	New	+$10.4K	0.01%	609

Other funds holding VRN

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

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

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

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

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

Financial Gravity Asset Management's VRN Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Veren (VRN) in Q2 2024, closing a stake of 11 shares — an estimated $92 sold.

Financial Gravity Asset Management first reported a position in VRN in Q2 2019 and held it in 6 quarters. The position peaked at $12K in Q3 2019. 193 funds tracked by Wall St. Rank hold VRN as of Q2 2024.

Financial Gravity Asset Management reported no remaining Veren position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 11 Veren shares in Q2 2024, an estimated $92.
Financial Gravity Asset Management first reported a position in Veren in Q2 2019 and held it in 6 quarters.
Financial Gravity Asset Management's Veren position peaked at $12K in Q3 2019.
193 funds tracked by Wall St. Rank held Veren as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.