BAM
OBE

Belpointe Asset Management’s Obsidian Energy OBE Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-318
Closed -$2.04K – 2424
2023
Q1 		$2.04K Hold
318
– – ﹤0.01% 3300
2022
Q4 		$2.11K Buy
+318
New +$2.47K ﹤0.01% 3238

Other funds holding OBE

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WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Belpointe Asset Management's OBE Position: Q2 2023 in Review

Belpointe Asset Management sold out of Obsidian Energy (OBE) in Q2 2023, closing a stake of 318 shares — an estimated $2.04K sold.

Belpointe Asset Management first reported a position in OBE in Q4 2022 and held it in 2 quarters. The position peaked at $2.11K in Q4 2022. 86 funds tracked by Wall St. Rank hold OBE as of Q2 2023.

  • Belpointe Asset Management reported no remaining Obsidian Energy position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 318 Obsidian Energy shares in Q2 2023, an estimated $2.04K.
  • Belpointe Asset Management first reported a position in Obsidian Energy in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Obsidian Energy position peaked at $2.11K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held Obsidian Energy as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.