Bartlett & Co Wealth Management’s Obsidian Energy OBE Stock Holding History

Bartlett & Co Wealth Management’s Portfolio OBE Stock Details OBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-42	Closed	-$279	–	1090
2022 Q4	$279	Hold	42	–	–	﹤0.01%	1081
2022 Q3	$301	Hold	42	–	–	﹤0.01%	1158
2022 Q2	$325	Hold	42	–	–	﹤0.01%	1280
2022 Q1	$372	Buy	+42	New	+$333	﹤0.01%	1053

Other funds holding OBE

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bartlett & Co Wealth Management's OBE Position: Q1 2023 in Review

Bartlett & Co Wealth Management sold out of Obsidian Energy (OBE) in Q1 2023, closing a stake of 42 shares — an estimated $279 sold.

Bartlett & Co Wealth Management first reported a position in OBE in Q1 2022 and held it in 4 quarters. The position peaked at $372 in Q1 2022. 94 funds tracked by Wall St. Rank hold OBE as of Q1 2023.

Bartlett & Co Wealth Management reported no remaining Obsidian Energy position as of Q1 2023 after selling out during the quarter.
Bartlett & Co Wealth Management sold 42 Obsidian Energy shares in Q1 2023, an estimated $279.
Bartlett & Co Wealth Management first reported a position in Obsidian Energy in Q1 2022 and held it in 4 quarters.
Bartlett & Co Wealth Management's Obsidian Energy position peaked at $372 in Q1 2022.
94 funds tracked by Wall St. Rank held Obsidian Energy as of Q1 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2023, filed 14 Feb 2024.