LSWM
VRN

Lorne Steinberg Wealth Management’s Veren VRN Stock Holding History

Lorne Steinberg Wealth 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
Q4 		– Sell
-65,170
Closed -$401K – 72
2024
Q3 		$401K Sell
65,170
-14,005
-18% -$100K 0.12% 60
2024
Q2 		$624K Sell
79,175
-18,725
-19% -$158K 0.2% 57
2024
Q1 		$801K Hold
97,900
– – 0.25% 56
2023
Q4 		$679K Sell
97,900
-310
-0.3% -$2.29K 0.23% 56
2023
Q3 		$817K Hold
98,210
– – 0.31% 55
2023
Q2 		$126K Sell
98,210
-100
-0.1% -$697 0.05% 68
2023
Q1 		$693K Hold
98,310
– – 0.28% 53
2022
Q4 		$702K Buy
+98,310
New +$730K 0.3% 56

Other funds holding VRN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Lorne Steinberg Wealth Management's VRN Position: Q4 2024 in Review

Lorne Steinberg Wealth Management sold out of Veren (VRN) in Q4 2024, closing a stake of 65,170 shares — an estimated $401K sold.

Lorne Steinberg Wealth Management first reported a position in VRN in Q4 2022 and held it in 8 quarters. The position peaked at $817K in Q3 2023. 199 funds tracked by Wall St. Rank hold VRN as of Q4 2024.

  • Lorne Steinberg Wealth Management reported no remaining Veren position as of Q4 2024 after selling out during the quarter.
  • Lorne Steinberg Wealth Management sold 65,170 Veren shares in Q4 2024, an estimated $401K.
  • Lorne Steinberg Wealth Management first reported a position in Veren in Q4 2022 and held it in 8 quarters.
  • Lorne Steinberg Wealth Management's Veren position peaked at $817K in Q3 2023.
  • 199 funds tracked by Wall St. Rank held Veren as of Q4 2024.

Based on Lorne Steinberg Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.