BWL
OBE

Bogart Wealth LLC’s Obsidian Energy OBE Stock Holding History

Bogart Wealth LLC’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
2024
Q2 		– Sell
-155
Closed -$1.27K – 1160
2024
Q1 		$1.27K Hold
155
– – ﹤0.01% 955
2023
Q4 		$1.05K Hold
155
– – ﹤0.01% 957
2023
Q3 		$1.27K Hold
155
– – ﹤0.01% 937
2023
Q2 		$904 Hold
155
– – ﹤0.01% 949
2023
Q1 		$992 Hold
155
– – ﹤0.01% 989
2022
Q4 		$1.03K Hold
155
– – ﹤0.01% 855
2022
Q3 		$1K Hold
155
– – ﹤0.01% 922
2022
Q2 		$1K Hold
155
– – ﹤0.01% 853
2022
Q1 		$1K Buy
+155
New +$1.23K ﹤0.01% 749

Other funds holding OBE

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.51B AUM 39.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return

Bogart Wealth LLC's OBE Position: Q2 2024 in Review

Bogart Wealth LLC sold out of Obsidian Energy (OBE) in Q2 2024, closing a stake of 155 shares — an estimated $1.27K sold.

Bogart Wealth LLC first reported a position in OBE in Q1 2022 and held it in 9 quarters. The position peaked at $1.27K in Q1 2024. 102 funds tracked by Wall St. Rank hold OBE as of Q2 2024.

  • Bogart Wealth LLC reported no remaining Obsidian Energy position as of Q2 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 155 Obsidian Energy shares in Q2 2024, an estimated $1.27K.
  • Bogart Wealth LLC first reported a position in Obsidian Energy in Q1 2022 and held it in 9 quarters.
  • Bogart Wealth LLC's Obsidian Energy position peaked at $1.27K in Q1 2024.
  • 102 funds tracked by Wall St. Rank held Obsidian Energy as of Q2 2024.

Based on Bogart Wealth LLC's 13F filing for Q2 2024, filed 31 Jul 2024.