Personal Capital Advisors’s Veren VRN Stock Holding History

Personal Capital 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
2022 Q4	$356K	Sell	49,984 -24	-0%	-$178	﹤0.01%	349
2022 Q3	$309K	Buy	50,008 +24	+0%	+$171	﹤0.01%	354
2022 Q2	$356K	Hold	49,984	–	–	﹤0.01%	317
2022 Q1	$362K	Hold	49,984	–	–	﹤0.01%	352
2021 Q4	$267K	Hold	49,984	–	–	﹤0.01%	460
2021 Q3	$230K	Sell	49,984 -50	-0.1%	-$185	﹤0.01%	463
2021 Q2	$227K	Buy	50,034 +50	+0.1%	+$210	﹤0.01%	454
2021 Q1	$208K	Buy	49,984 +31,700	+173%	+$112K	﹤0.01%	459
2020 Q4	$43K	Buy	+18,284	New	+$31.3K	﹤0.01%	450

Other funds holding VRN

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Personal Capital Advisors's VRN Position: Q4 2022 in Review

Personal Capital Advisors reduced its Veren (VRN) stake by 0.05% in Q4 2022, selling an estimated $178 and leaving 49,984 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Personal Capital Advisors first reported a position in VRN in Q4 2020 and has held it in 9 quarters since. The position peaked at $362K in Q1 2022. 188 funds tracked by Wall St. Rank hold VRN as of Q4 2022.

Personal Capital Advisors held 49,984 shares of Veren worth $356K as of Q4 2022.
Personal Capital Advisors sold 24 Veren shares in Q4 2022, an estimated $178.
Veren made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #349 holding.
Personal Capital Advisors first reported a position in Veren in Q4 2020 and has held it in 9 quarters since.
Personal Capital Advisors's Veren position peaked at $362K in Q1 2022.
188 funds tracked by Wall St. Rank held Veren as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.