SWTS
VRN

Stonehaven Wealth & Tax Solutions’s Veren VRN Stock Holding History

Stonehaven Wealth & Tax Solutions’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
2025
Q1 		– Sell
-16,872
Closed -$86.7K – 93
2024
Q4 		$86.7K Buy
+16,872
New +$92.7K 0.09% 83

Other funds holding VRN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's VRN Position: Q1 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Veren (VRN) in Q1 2025, closing a stake of 16,872 shares — an estimated $86.7K sold.

Stonehaven Wealth & Tax Solutions first reported a position in VRN in Q4 2024 and held it in 1 quarter. The position peaked at $86.7K in Q4 2024. 200 funds tracked by Wall St. Rank hold VRN as of Q1 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining Veren position as of Q1 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 16,872 Veren shares in Q1 2025, an estimated $86.7K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Veren in Q4 2024 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's Veren position peaked at $86.7K in Q4 2024.
  • 200 funds tracked by Wall St. Rank held Veren as of Q1 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2025, filed 15 May 2025.