Centerpoint Advisors’s Cenovus Energy CVE Stock Holding History

Centerpoint Advisors’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 Q4	–	Sell	-41	Closed	-$1K	–	465
2023 Q3	$1K	Hold	41	–	–	﹤0.01%	485
2023 Q2	$1K	Hold	41	–	–	﹤0.01%	489
2023 Q1	$1K	Buy	+41	New	+$753	﹤0.01%	484

Other funds holding CVE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Centerpoint Advisors's CVE Position: Q4 2023 in Review

Centerpoint Advisors sold out of Cenovus Energy (CVE) in Q4 2023, closing a stake of 41 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in CVE in Q1 2023 and held it in 3 quarters. The position peaked at $1K in Q3 2023. 411 funds tracked by Wall St. Rank hold CVE as of Q4 2023.

Centerpoint Advisors reported no remaining Cenovus Energy position as of Q4 2023 after selling out during the quarter.
Centerpoint Advisors sold 41 Cenovus Energy shares in Q4 2023, an estimated $1K.
Centerpoint Advisors first reported a position in Cenovus Energy in Q1 2023 and held it in 3 quarters.
Centerpoint Advisors's Cenovus Energy position peaked at $1K in Q3 2023.
411 funds tracked by Wall St. Rank held Cenovus Energy as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.