First Trust Direct Indexing’s Cenovus Energy CVE Stock Holding History

First Trust Direct Indexing’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
2024 Q4	–	Sell	-13,879	Closed	-$232K	–	214
2024 Q3	$232K	Buy	13,879 +2,520	+22%	+$46.7K	0.01%	860
2024 Q2	$223K	Buy	11,359 +622	+6%	+$12.6K	0.01%	786
2024 Q1	$215K	Buy	+10,737	New	+$183K	0.02%	706
2022 Q4	–	Sell	-13,750	Closed	-$211K	–	692
2022 Q3	$211K	Sell	13,750 -135	-1%	-$2.4K	0.03%	568
2022 Q2	$264K	Buy	+13,885	New	+$276K	0.04%	509

Other funds holding CVE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

First Trust Direct Indexing's CVE Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Cenovus Energy (CVE) in Q4 2024, closing a stake of 13,879 shares — an estimated $232K sold.

First Trust Direct Indexing first reported a position in CVE in Q2 2022 and held it in 5 quarters. The position peaked at $264K in Q2 2022. 405 funds tracked by Wall St. Rank hold CVE as of Q4 2024.

First Trust Direct Indexing reported no remaining Cenovus Energy position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 13,879 Cenovus Energy shares in Q4 2024, an estimated $232K.
First Trust Direct Indexing first reported a position in Cenovus Energy in Q2 2022 and held it in 5 quarters.
First Trust Direct Indexing's Cenovus Energy position peaked at $264K in Q2 2022.
405 funds tracked by Wall St. Rank held Cenovus Energy as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.