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Cordatus Wealth Management’s Cenovus Energy CVE Stock Holding History

Cordatus Wealth Management’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
Q2 		– Sell
-27,469
Closed -$480K – 149
2023
Q1 		$480K Sell
27,469
-190
-0.7% -$3.49K 0.61% 48
2022
Q4 		$537K Buy
+27,659
New +$530K 0.79% 41

Other funds holding CVE

Capital Research Global Investors
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Cordatus Wealth Management's CVE Position: Q2 2023 in Review

Cordatus Wealth Management sold out of Cenovus Energy (CVE) in Q2 2023, closing a stake of 27,469 shares — an estimated $480K sold.

Cordatus Wealth Management first reported a position in CVE in Q4 2022 and held it in 2 quarters. The position peaked at $537K in Q4 2022. 374 funds tracked by Wall St. Rank hold CVE as of Q2 2023.

  • Cordatus Wealth Management reported no remaining Cenovus Energy position as of Q2 2023 after selling out during the quarter.
  • Cordatus Wealth Management sold 27,469 Cenovus Energy shares in Q2 2023, an estimated $480K.
  • Cordatus Wealth Management first reported a position in Cenovus Energy in Q4 2022 and held it in 2 quarters.
  • Cordatus Wealth Management's Cenovus Energy position peaked at $537K in Q4 2022.
  • 374 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2023.

Based on Cordatus Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.