Concord Wealth Partners’s Cenovus Energy CVE Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-27	Closed	-$525	–	1041
2022 Q4	$525	Buy	+27	New	+$518	﹤0.01%	1152
2022 Q3	–	Sell	-27	Closed	-$1K	–	359
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	1113
2022 Q1	$0	Hold	27	–	–	﹤0.01%	1298
2021 Q4	$0	Buy	+27	New	+$323	﹤0.01%	1311

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Concord Wealth Partners's CVE Position: Q1 2023 in Review

Concord Wealth Partners sold out of Cenovus Energy (CVE) in Q1 2023, closing a stake of 27 shares — an estimated $525 sold.

Concord Wealth Partners first reported a position in CVE in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 377 funds tracked by Wall St. Rank hold CVE as of Q1 2023.

Concord Wealth Partners reported no remaining Cenovus Energy position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 27 Cenovus Energy shares in Q1 2023, an estimated $525.
Concord Wealth Partners first reported a position in Cenovus Energy in Q4 2021 and held it in 4 quarters.
Concord Wealth Partners's Cenovus Energy position peaked at $1K in Q2 2022.
377 funds tracked by Wall St. Rank held Cenovus Energy as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.