IFP Advisors’s Veren VRN Stock Holding History

IFP Advisors’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	-550	Closed	-$4.57K	–	3377
2023 Q3	$4.57K	Buy	+550	New	+$4.38K	﹤0.01%	2544
2022 Q4	–	Sell	-616	Closed	-$18K	–	4871
2022 Q3	$18K	Buy	616 +3	+0.5%	+$21	﹤0.01%	3212
2022 Q2	$18K	Hold	613	–	–	﹤0.01%	2967
2022 Q1	$18K	Buy	+613	New	+$4.14K	﹤0.01%	2967
2018 Q4	–	Sell	-375	Closed	-$2K	–	3908
2018 Q3	$2K	Buy	375 +175	+88%	+$1.15K	﹤0.01%	3597
2018 Q2	$1K	Hold	200	–	–	﹤0.01%	3786
2018 Q1	$2K	Hold	200	–	–	﹤0.01%	3554
2017 Q4	$2K	Hold	200	–	–	﹤0.01%	3605
2017 Q3	$2K	Sell	200 -200	-50%	-$1.46K	﹤0.01%	3808
2017 Q2	$3K	Sell	400 -500	-56%	-$4.67K	﹤0.01%	3648
2017 Q1	$10K	Hold	900	–	–	﹤0.01%	2936
2016 Q4	$12K	Hold	900	–	–	﹤0.01%	2812
2016 Q3	$12K	Hold	900	–	–	﹤0.01%	2738
2016 Q2	$14K	Buy	+900	New	+$14.4K	﹤0.01%	2596
2016 Q1	–	Sell	-900	Closed	-$10K	–	3503
2015 Q4	$10K	Buy	+900	New	+$11.8K	﹤0.01%	2598

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

IFP Advisors's VRN Position: Q4 2023 in Review

IFP Advisors sold out of Veren (VRN) in Q4 2023, closing a stake of 550 shares — an estimated $4.57K sold.

IFP Advisors first reported a position in VRN in Q4 2015 and held it in 15 quarters. The position peaked at $18K in Q3 2022. 194 funds tracked by Wall St. Rank hold VRN as of Q4 2023.

IFP Advisors reported no remaining Veren position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 550 Veren shares in Q4 2023, an estimated $4.57K.
IFP Advisors first reported a position in Veren in Q4 2015 and held it in 15 quarters.
IFP Advisors's Veren position peaked at $18K in Q3 2022.
194 funds tracked by Wall St. Rank held Veren as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.