USCWA
VRN

U.S. Capital Wealth Advisors’s Veren VRN Stock Holding History

U.S. Capital Wealth 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
2023
Q1 		– Sell
-250
Closed -$1.79K – 1563
2022
Q4 		$1.79K Buy
+250
New +$1.85K ﹤0.01% 1496

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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 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 $269B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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 $124B AUM 33.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

U.S. Capital Wealth Advisors's VRN Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Veren (VRN) in Q1 2023, closing a stake of 250 shares — an estimated $1.79K sold.

U.S. Capital Wealth Advisors first reported a position in VRN in Q4 2022 and held it in 1 quarter. The position peaked at $1.79K in Q4 2022. 174 funds tracked by Wall St. Rank hold VRN as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Veren position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 250 Veren shares in Q1 2023, an estimated $1.79K.
  • U.S. Capital Wealth Advisors first reported a position in Veren in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Veren position peaked at $1.79K in Q4 2022.
  • 174 funds tracked by Wall St. Rank held Veren as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.