First Command Advisory Services’s Veren VRN Stock Holding History

First Command Advisory Services’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
2023 Q4	–	Sell	-121	Closed	-$1.01K	–	518
2023 Q3	$1.01K	Hold	121	–	–	﹤0.01%	425
2023 Q2	$816	Hold	121	–	–	﹤0.01%	39
2023 Q1	$853	Buy	+121	New	+$838	﹤0.01%	76

Other funds holding VRN

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

First Command Advisory Services's VRN Position: Q4 2023 in Review

First Command Advisory Services sold out of Veren (VRN) in Q4 2023, closing a stake of 121 shares — an estimated $1.01K sold.

First Command Advisory Services first reported a position in VRN in Q1 2023 and held it in 3 quarters. The position peaked at $1.01K in Q3 2023. 194 funds tracked by Wall St. Rank hold VRN as of Q4 2023.

First Command Advisory Services reported no remaining Veren position as of Q4 2023 after selling out during the quarter.
First Command Advisory Services sold 121 Veren shares in Q4 2023, an estimated $1.01K.
First Command Advisory Services first reported a position in Veren in Q1 2023 and held it in 3 quarters.
First Command Advisory Services's Veren position peaked at $1.01K in Q3 2023.
194 funds tracked by Wall St. Rank held Veren as of Q4 2023.

Based on First Command Advisory Services's 13F filing for Q4 2023, filed 1 Feb 2024.