HWMA
VRN

Heritage Wealth Management (Arizona)’s Veren VRN Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$7.15K Buy
1,000
+500
+100% +$3.71K ﹤0.01% 823
2022
Q3 		$3K Hold
500
– – ﹤0.01% 853
2022
Q2 		$3.56K Hold
500
– – ﹤0.01% 816
2022
Q1 		$4K Buy
+500
New +$3.38K ﹤0.01% 840

Other funds holding VRN

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VRN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Veren (VRN) stake by 100% in Q4 2022, buying an estimated $3.71K and bringing the position to 1,000 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Heritage Wealth Management (Arizona) first reported a position in VRN in Q1 2022 and has held it in 4 quarters since. 190 funds tracked by Wall St. Rank hold VRN as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,000 shares of Veren worth $7.15K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 500 Veren shares in Q4 2022, an estimated $3.71K.
  • Veren made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #823 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Veren in Q1 2022 and has held it in 4 quarters since.
  • 190 funds tracked by Wall St. Rank held Veren as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.