S.E.E.D. Planning Group’s Veren VRN Stock Holding History

S.E.E.D. Planning Group’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 Q1	–	Sell	-28,000	Closed	-$194K	–	90
2023 Q4	$194K	Hold	28,000	–	–	0.08%	85
2023 Q3	$232K	Hold	28,000	–	–	0.09%	75
2023 Q2	$188K	Hold	28,000	–	–	0.07%	87
2023 Q1	$198K	Hold	28,000	–	–	0.08%	86
2022 Q4	$200K	Hold	28,000	–	–	0.09%	82
2022 Q3	$172K	Hold	28,000	–	–	0.08%	77
2022 Q2	$199K	Buy	+28,000	New	+$220K	0.09%	77

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

S.E.E.D. Planning Group's VRN Position: Q1 2024 in Review

S.E.E.D. Planning Group sold out of Veren (VRN) in Q1 2024, closing a stake of 28,000 shares — an estimated $194K sold.

S.E.E.D. Planning Group first reported a position in VRN in Q2 2022 and held it in 7 quarters. The position peaked at $232K in Q3 2023. 204 funds tracked by Wall St. Rank hold VRN as of Q1 2024.

S.E.E.D. Planning Group reported no remaining Veren position as of Q1 2024 after selling out during the quarter.
S.E.E.D. Planning Group sold 28,000 Veren shares in Q1 2024, an estimated $194K.
S.E.E.D. Planning Group first reported a position in Veren in Q2 2022 and held it in 7 quarters.
S.E.E.D. Planning Group's Veren position peaked at $232K in Q3 2023.
204 funds tracked by Wall St. Rank held Veren as of Q1 2024.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2024, filed 16 Apr 2024.