WR Wealth Planners’s Veren VRN Stock Holding History

WR Wealth Planners’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 Q4	–	Sell	-15	Closed	-$92	–	544
2022 Q3	$92	Buy	+15	New	+$107	﹤0.01%	504

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 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

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

WR Wealth Planners's VRN Position: Q4 2022 in Review

WR Wealth Planners sold out of Veren (VRN) in Q4 2022, closing a stake of 15 shares — an estimated $92 sold.

WR Wealth Planners first reported a position in VRN in Q3 2022 and held it in 1 quarter. The position peaked at $92 in Q3 2022. 190 funds tracked by Wall St. Rank hold VRN as of Q4 2022.

WR Wealth Planners reported no remaining Veren position as of Q4 2022 after selling out during the quarter.
WR Wealth Planners sold 15 Veren shares in Q4 2022, an estimated $92.
WR Wealth Planners first reported a position in Veren in Q3 2022 and held it in 1 quarter.
WR Wealth Planners's Veren position peaked at $92 in Q3 2022.
190 funds tracked by Wall St. Rank held Veren as of Q4 2022.

Based on WR Wealth Planners's 13F filing for Q4 2022, filed 10 Oct 2024.