B. Riley Wealth Advisors’s Cenovus Energy CVE Stock Holding History

B. Riley Wealth Advisors’s Portfolio CVE Stock Details CVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-11,776	Closed	-$200K	–	1543
2023 Q2	$200K	Sell	11,776 -1,373	-10%	-$23.1K	﹤0.01%	1361
2023 Q1	$230K	Sell	13,149 -6,692	-34%	-$123K	0.01%	1222
2022 Q4	$385K	Buy	19,841 +3,153	+19%	+$60.5K	0.01%	903
2022 Q3	$257K	Buy	16,688 +5,268	+46%	+$93.6K	0.01%	1098
2022 Q2	$218K	Sell	11,420 -613	-5%	-$12.2K	0.01%	1014
2022 Q1	$202K	Sell	12,033 -4,155	-26%	-$63K	0.01%	1213
2021 Q4	$200K	Buy	+16,188	New	+$194K	0.01%	1266
2015 Q1	–	Sell	-544	Closed	-$11	–	856
2014 Q4	$11	Buy	+544	New	+$12.5K	﹤0.01%	2803
2014 Q3	–	Sell	-473	Closed	-$15.3K	–	894
2014 Q2	$15.3K	Buy	+473	New	+$14.1K	﹤0.01%	1598

Other funds holding CVE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

B. Riley Wealth Advisors's CVE Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Cenovus Energy (CVE) in Q3 2023, closing a stake of 11,776 shares — an estimated $200K sold.

B. Riley Wealth Advisors first reported a position in CVE in Q2 2014 and held it in 9 quarters. The position peaked at $385K in Q4 2022. 388 funds tracked by Wall St. Rank hold CVE as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Cenovus Energy position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 11,776 Cenovus Energy shares in Q3 2023, an estimated $200K.
B. Riley Wealth Advisors first reported a position in Cenovus Energy in Q2 2014 and held it in 9 quarters.
B. Riley Wealth Advisors's Cenovus Energy position peaked at $385K in Q4 2022.
388 funds tracked by Wall St. Rank held Cenovus Energy as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.