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Focused Wealth Management’s Cenovus Energy CVE Stock Holding History

Focused Wealth Management’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
2023
Q1 		– Sell
-28
Closed -$543 – 1061
2022
Q4 		$543 Buy
+28
New +$537 ﹤0.01% 938
2013
Q4 		– Sell
-100
Closed -$3K – 622
2013
Q3 		$3K Buy
+100
New +$2.96K ﹤0.01% 493

Other funds holding CVE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Focused Wealth Management's CVE Position: Q1 2023 in Review

Focused Wealth Management sold out of Cenovus Energy (CVE) in Q1 2023, closing a stake of 28 shares — an estimated $543 sold.

Focused Wealth Management first reported a position in CVE in Q3 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2013. 377 funds tracked by Wall St. Rank hold CVE as of Q1 2023.

  • Focused Wealth Management reported no remaining Cenovus Energy position as of Q1 2023 after selling out during the quarter.
  • Focused Wealth Management sold 28 Cenovus Energy shares in Q1 2023, an estimated $543.
  • Focused Wealth Management first reported a position in Cenovus Energy in Q3 2013 and held it in 2 quarters.
  • Focused Wealth Management's Cenovus Energy position peaked at $3K in Q3 2013.
  • 377 funds tracked by Wall St. Rank held Cenovus Energy as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.