OIA
VRN

Optimum Investment Advisors’s Veren VRN Stock Holding History

Optimum Investment 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
-1,000
Closed -$8.3K – 734
2023
Q3 		$8.3K Hold
1,000
– – ﹤0.01% 560
2023
Q2 		$6.73K Hold
1,000
– – ﹤0.01% 581
2023
Q1 		$7.06K Hold
1,000
– – ﹤0.01% 588
2022
Q4 		$7.15K Hold
1,000
– – ﹤0.01% 596
2022
Q3 		$6K Hold
1,000
– – ﹤0.01% 643
2022
Q2 		$7K Buy
+1,000
New +$7.84K ﹤0.01% 644

Other funds holding VRN

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
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
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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's VRN Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Veren (VRN) in Q4 2023, closing a stake of 1,000 shares — an estimated $8.3K sold.

Optimum Investment Advisors first reported a position in VRN in Q2 2022 and held it in 6 quarters. The position peaked at $8.3K in Q3 2023. 194 funds tracked by Wall St. Rank hold VRN as of Q4 2023.

  • Optimum Investment Advisors reported no remaining Veren position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Veren shares in Q4 2023, an estimated $8.3K.
  • Optimum Investment Advisors first reported a position in Veren in Q2 2022 and held it in 6 quarters.
  • Optimum Investment Advisors's Veren position peaked at $8.3K in Q3 2023.
  • 194 funds tracked by Wall St. Rank held Veren as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.