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Delap Wealth Advisory’s Ovintiv OVV Stock Holding History

Delap Wealth Advisory’s Portfolio OVV Stock Details OVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,205
Closed -$218K – 242
2024
Q1 		$218K Buy
+4,205
New +$192K 0.09% 223

Other funds holding OVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Delap Wealth Advisory's OVV Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Ovintiv (OVV) in Q2 2024, closing a stake of 4,205 shares — an estimated $218K sold.

Delap Wealth Advisory first reported a position in OVV in Q1 2024 and held it in 1 quarter. The position peaked at $218K in Q1 2024. 548 funds tracked by Wall St. Rank hold OVV as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Ovintiv position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 4,205 Ovintiv shares in Q2 2024, an estimated $218K.
  • Delap Wealth Advisory first reported a position in Ovintiv in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Ovintiv position peaked at $218K in Q1 2024.
  • 548 funds tracked by Wall St. Rank held Ovintiv as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.