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Fiduciary Planning’s Cenovus Energy CVE Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-510
Closed -$4K – 102
2021
Q1 		$4K Hold
510
– – 0.01% 199
2020
Q4 		$3K Buy
+510
New +$2.38K ﹤0.01% 191

Other funds holding CVE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
C
ConocoPhillips Houston, Texas $1.12B AUM 103.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Fiduciary Planning's CVE Position: Q2 2021 in Review

Fiduciary Planning sold out of Cenovus Energy (CVE) in Q2 2021, closing a stake of 510 shares — an estimated $4K sold.

Fiduciary Planning first reported a position in CVE in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 265 funds tracked by Wall St. Rank hold CVE as of Q2 2021.

  • Fiduciary Planning reported no remaining Cenovus Energy position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 510 Cenovus Energy shares in Q2 2021, an estimated $4K.
  • Fiduciary Planning first reported a position in Cenovus Energy in Q4 2020 and held it in 2 quarters.
  • Fiduciary Planning's Cenovus Energy position peaked at $4K in Q1 2021.
  • 265 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.