Covestor’s Obsidian Energy OBE Stock Holding History

Covestor’s Portfolio OBE Stock Details OBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4	Closed	-$3K	–	2398
2022 Q2	$3K	Buy	+4	New	+$35	﹤0.01%	1537

Other funds holding OBE

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Covestor's OBE Position: Q4 2023 in Review

Covestor sold out of Obsidian Energy (OBE) in Q4 2023, closing a stake of 114,446 shares — an estimated $941K sold.

Covestor first reported a position in OBE in Q1 2022 and held it in 7 quarters. The position peaked at $941K in Q3 2023. 101 funds tracked by Wall St. Rank hold OBE as of Q4 2023.

Covestor reported no remaining Obsidian Energy position as of Q4 2023 after selling out during the quarter.
Covestor sold 114,446 Obsidian Energy shares in Q4 2023, an estimated $941K.
Covestor first reported a position in Obsidian Energy in Q1 2022 and held it in 7 quarters.
Covestor's Obsidian Energy position peaked at $941K in Q3 2023.
101 funds tracked by Wall St. Rank held Obsidian Energy as of Q4 2023.

Based on Covestor's 13F filing for Q4 2023, filed 9 Feb 2024.