PCA
VRN

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
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 $245B 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 $141B 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 $121B AUM 33.93% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.51B AUM 39.24% 1-Year Est. Return