WFA
VRN

Wipfli Financial Advisors’s Veren VRN Stock Holding History

Wipfli Financial 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
Q3 		$31K Buy
+4,957
New +$35.4K ﹤0.01% 1364

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wipfli Financial Advisors's VRN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Veren (VRN) in Q3 2022: 4,957 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #1364 among its holdings.

175 funds tracked by Wall St. Rank hold VRN as of Q3 2022.

  • Wipfli Financial Advisors held 4,957 shares of Veren worth $31K as of Q3 2022.
  • Veren was a new Wipfli Financial Advisors position in Q3 2022.
  • Veren made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1364 holding.
  • 175 funds tracked by Wall St. Rank held Veren as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.