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GeoWealth Management’s Ovintiv OVV Stock Holding History

GeoWealth 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
-437
Closed -$22K – 422
2022
Q4 		$22K Buy
437
+104
+31% +$5.43K ﹤0.01% 315
2022
Q3 		$15K Buy
333
+7
+2% +$334 ﹤0.01% 322
2022
Q2 		$14K Buy
+326
New +$16.8K ﹤0.01% 318

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

GeoWealth Management's OVV Position: Q1 2023 in Review

GeoWealth Management sold out of Ovintiv (OVV) in Q1 2023, closing a stake of 437 shares — an estimated $22K sold.

GeoWealth Management first reported a position in OVV in Q2 2022 and held it in 3 quarters. The position peaked at $22K in Q4 2022. 457 funds tracked by Wall St. Rank hold OVV as of Q1 2023.

  • GeoWealth Management reported no remaining Ovintiv position as of Q1 2023 after selling out during the quarter.
  • GeoWealth Management sold 437 Ovintiv shares in Q1 2023, an estimated $22K.
  • GeoWealth Management first reported a position in Ovintiv in Q2 2022 and held it in 3 quarters.
  • GeoWealth Management's Ovintiv position peaked at $22K in Q4 2022.
  • 457 funds tracked by Wall St. Rank held Ovintiv as of Q1 2023.

Based on GeoWealth Management's 13F filing for Q1 2023, filed 12 May 2023.