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Coppell Advisory Solutions’s Cenovus Energy CVE Stock Holding History

Coppell Advisory Solutions’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
-100
Closed -$1.94K – 1768
2023
Q3 		$1.94K Buy
+100
New +$1.91K ﹤0.01% 861
2023
Q1 		– Sell
-100
Closed -$1.94K – 392
2022
Q4 		$1.94K Buy
+100
New +$1.92K ﹤0.01% 862

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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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Coppell Advisory Solutions's CVE Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Cenovus Energy (CVE) in Q4 2023, closing a stake of 100 shares — an estimated $1.94K sold.

Coppell Advisory Solutions first reported a position in CVE in Q4 2022 and held it in 2 quarters. The position peaked at $1.94K in Q3 2023. 411 funds tracked by Wall St. Rank hold CVE as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Cenovus Energy position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 100 Cenovus Energy shares in Q4 2023, an estimated $1.94K.
  • Coppell Advisory Solutions first reported a position in Cenovus Energy in Q4 2022 and held it in 2 quarters.
  • Coppell Advisory Solutions's Cenovus Energy position peaked at $1.94K in Q3 2023.
  • 411 funds tracked by Wall St. Rank held Cenovus Energy as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.