Avidian Wealth Enterprises’s Ovintiv OVV Stock Holding History

Avidian Wealth Enterprises’s Portfolio OVV Stock Details OVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-11,070	Closed	-$255K	–	236
2019 Q3	$255K	Buy	+11,070	New	+$253K	0.04%	165
2018 Q4	–	Sell	-8,325	Closed	-$546K	–	113
2018 Q3	$546K	Buy	8,325 +2,223	+36%	+$144K	0.17%	54
2018 Q2	$398K	Buy	+6,102	New	+$383K	0.13%	61

Other funds holding OVV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avidian Wealth Enterprises's OVV Position: Q4 2019 in Review

Avidian Wealth Enterprises sold out of Ovintiv (OVV) in Q4 2019, closing a stake of 11,070 shares — an estimated $255K sold.

Avidian Wealth Enterprises first reported a position in OVV in Q2 2018 and held it in 3 quarters. The position peaked at $546K in Q3 2018. 376 funds tracked by Wall St. Rank hold OVV as of Q4 2019.

Avidian Wealth Enterprises reported no remaining Ovintiv position as of Q4 2019 after selling out during the quarter.
Avidian Wealth Enterprises sold 11,070 Ovintiv shares in Q4 2019, an estimated $255K.
Avidian Wealth Enterprises first reported a position in Ovintiv in Q2 2018 and held it in 3 quarters.
Avidian Wealth Enterprises's Ovintiv position peaked at $546K in Q3 2018.
376 funds tracked by Wall St. Rank held Ovintiv as of Q4 2019.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2019, filed 13 Feb 2020.