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Bogart Wealth LLC’s Cenovus Energy CVE Stock Holding History

Bogart Wealth LLC’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
-185
Closed -$3.14K – 1078
2023
Q2 		$3.14K Buy
+185
New +$3.12K ﹤0.01% 813

Other funds holding CVE

Capital Research Global Investors
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity International
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

Bogart Wealth LLC's CVE Position: Q3 2023 in Review

Bogart Wealth LLC sold out of Cenovus Energy (CVE) in Q3 2023, closing a stake of 185 shares — an estimated $3.14K sold.

Bogart Wealth LLC first reported a position in CVE in Q2 2023 and held it in 1 quarter. The position peaked at $3.14K in Q2 2023. 388 funds tracked by Wall St. Rank hold CVE as of Q3 2023.

  • Bogart Wealth LLC reported no remaining Cenovus Energy position as of Q3 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 185 Cenovus Energy shares in Q3 2023, an estimated $3.14K.
  • Bogart Wealth LLC first reported a position in Cenovus Energy in Q2 2023 and held it in 1 quarter.
  • Bogart Wealth LLC's Cenovus Energy position peaked at $3.14K in Q2 2023.
  • 388 funds tracked by Wall St. Rank held Cenovus Energy as of Q3 2023.

Based on Bogart Wealth LLC's 13F filing for Q3 2023, filed 30 Oct 2023.