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Focused Wealth Management’s Ovintiv OVV Stock Holding History

Focused 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
2023
Q1 		– Sell
-10
Closed -$507 – 1121
2022
Q4 		$507 Buy
+10
New +$523 ﹤0.01% 945
2019
Q4 		– Sell
-7
Closed – – 757
2019
Q3 		$0 Sell
7
-80
-92% -$1.83K ﹤0.01% 762
2019
Q2 		$2K Sell
87
-3,700
-98% -$115K ﹤0.01% 667
2019
Q1 		$137K Buy
3,787
+2,587
+216% +$88.7K 0.04% 172
2018
Q4 		$35K Buy
+1,200
New +$51.7K 0.01% 327
2013
Q4 		– Sell
-20
Closed -$2K – 639
2013
Q3 		$2K Buy
+20
New +$1.74K ﹤0.01% 531

Other funds holding OVV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Focused Wealth Management sold out of Ovintiv (OVV) in Q1 2023, closing a stake of 10 shares — an estimated $507 sold.

Focused Wealth Management first reported a position in OVV in Q3 2013 and held it in 6 quarters. The position peaked at $137K in Q1 2019. 457 funds tracked by Wall St. Rank hold OVV as of Q1 2023.

  • Focused Wealth Management reported no remaining Ovintiv position as of Q1 2023 after selling out during the quarter.
  • Focused Wealth Management sold 10 Ovintiv shares in Q1 2023, an estimated $507.
  • Focused Wealth Management first reported a position in Ovintiv in Q3 2013 and held it in 6 quarters.
  • Focused Wealth Management's Ovintiv position peaked at $137K in Q1 2019.
  • 457 funds tracked by Wall St. Rank held Ovintiv as of Q1 2023.

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