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Carolinas Wealth Consulting’s Ovintiv OVV Stock Holding History

Carolinas Wealth Consulting’s Portfolio OVV Stock Details OVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18
Closed -$913 – 1107
2022
Q4 		$913 Buy
+18
New +$941 ﹤0.01% 906
2021
Q1 		– Sell
-661
Closed -$9K – 981
2020
Q4 		$9K Hold
661
– – ﹤0.01% 589
2020
Q3 		$5K Buy
661
+1
+0.2% +$10 ﹤0.01% 572
2020
Q2 		$6K Buy
+660
New +$4.6K ﹤0.01% 380

Other funds holding OVV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's OVV Position: Q1 2023 in Review

Carolinas Wealth Consulting sold out of Ovintiv (OVV) in Q1 2023, closing a stake of 18 shares — an estimated $913 sold.

Carolinas Wealth Consulting first reported a position in OVV in Q2 2020 and held it in 4 quarters. The position peaked at $9K in Q4 2020. 457 funds tracked by Wall St. Rank hold OVV as of Q1 2023.

  • Carolinas Wealth Consulting reported no remaining Ovintiv position as of Q1 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 18 Ovintiv shares in Q1 2023, an estimated $913.
  • Carolinas Wealth Consulting first reported a position in Ovintiv in Q2 2020 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Ovintiv position peaked at $9K in Q4 2020.
  • 457 funds tracked by Wall St. Rank held Ovintiv as of Q1 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2023, filed 16 May 2023.