Tradition Wealth Management’s Veren VRN Stock Holding History

Tradition Wealth Management’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 Q3	–	Sell	-1,360	Closed	-$9K	–	1413
2023 Q2	$9K	Buy	+1,360	New	+$9.48K	﹤0.01%	1080

Other funds holding VRN

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Tradition Wealth Management's VRN Position: Q3 2023 in Review

Tradition Wealth Management sold out of Veren (VRN) in Q3 2023, closing a stake of 1,360 shares — an estimated $9K sold.

Tradition Wealth Management first reported a position in VRN in Q2 2023 and held it in 1 quarter. The position peaked at $9K in Q2 2023. 173 funds tracked by Wall St. Rank hold VRN as of Q3 2023.

Tradition Wealth Management reported no remaining Veren position as of Q3 2023 after selling out during the quarter.
Tradition Wealth Management sold 1,360 Veren shares in Q3 2023, an estimated $9K.
Tradition Wealth Management first reported a position in Veren in Q2 2023 and held it in 1 quarter.
Tradition Wealth Management's Veren position peaked at $9K in Q2 2023.
173 funds tracked by Wall St. Rank held Veren as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.