EWM
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Evermay Wealth Management’s Ovintiv OVV Stock Holding History

Evermay Wealth Management’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
Q3 		– Sell
-200
Closed -$9.37K – 619
2024
Q2 		$9.37K Hold
200
– – ﹤0.01% 462
2024
Q1 		$10.4K Buy
+200
New +$9.11K ﹤0.01% 463

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evermay Wealth Management's OVV Position: Q3 2024 in Review

Evermay Wealth Management sold out of Ovintiv (OVV) in Q3 2024, closing a stake of 200 shares — an estimated $9.37K sold.

Evermay Wealth Management first reported a position in OVV in Q1 2024 and held it in 2 quarters. The position peaked at $10.4K in Q1 2024. 549 funds tracked by Wall St. Rank hold OVV as of Q3 2024.

  • Evermay Wealth Management reported no remaining Ovintiv position as of Q3 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 200 Ovintiv shares in Q3 2024, an estimated $9.37K.
  • Evermay Wealth Management first reported a position in Ovintiv in Q1 2024 and held it in 2 quarters.
  • Evermay Wealth Management's Ovintiv position peaked at $10.4K in Q1 2024.
  • 549 funds tracked by Wall St. Rank held Ovintiv as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.