AWM
OVV icon

Avior Wealth Management’s Ovintiv OVV Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-147
Closed -$5.95K – 1839
2024
Q4 		$5.95K Buy
147
+142
+2,840% +$5.91K ﹤0.01% 1801
2024
Q3 		$191 Sell
5
-10,509
-100% -$454K ﹤0.01% 2223
2024
Q2 		$493K Sell
10,514
-75
-0.7% -$3.77K 0.02% 436
2024
Q1 		$550K Buy
10,589
+192
+2% +$8.74K 0.03% 415
2023
Q4 		$457K Buy
10,397
+636
+7% +$29K 0.03% 366
2023
Q3 		$464K Buy
9,761
+136
+1% +$6.16K 0.03% 346
2023
Q2 		$366K Sell
9,625
-992
-9% -$35.9K 0.02% 416
2023
Q1 		$383K Hold
10,617
– – 0.03% 412
2022
Q4 		$538K Hold
10,617
– – 0.04% 285
2022
Q3 		$488K Buy
10,617
+3,576
+51% +$171K 0.04% 272
2022
Q2 		$311K Buy
+7,041
New +$363K 0.03% 348

Other funds holding OVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Avior Wealth Management's OVV Position: Q1 2025 in Review

Avior Wealth Management sold out of Ovintiv (OVV) in Q1 2025, closing a stake of 147 shares — an estimated $5.95K sold.

Avior Wealth Management first reported a position in OVV in Q2 2022 and held it in 11 quarters. The position peaked at $550K in Q1 2024. 583 funds tracked by Wall St. Rank hold OVV as of Q1 2025.

  • Avior Wealth Management reported no remaining Ovintiv position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 147 Ovintiv shares in Q1 2025, an estimated $5.95K.
  • Avior Wealth Management first reported a position in Ovintiv in Q2 2022 and held it in 11 quarters.
  • Avior Wealth Management's Ovintiv position peaked at $550K in Q1 2024.
  • 583 funds tracked by Wall St. Rank held Ovintiv as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.