GoalVest Advisory’s Obsidian Energy OBE Stock Holding History

GoalVest Advisory’s Portfolio OBE Stock Details OBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-114	Closed	-$937	–	384
2024 Q1	$937	Buy	+114	New	+$797	﹤0.01%	386

Other funds holding OBE

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.51B AUM 39.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return

GoalVest Advisory's OBE Position: Q2 2024 in Review

GoalVest Advisory sold out of Obsidian Energy (OBE) in Q2 2024, closing a stake of 114 shares — an estimated $937 sold.

GoalVest Advisory first reported a position in OBE in Q1 2024 and held it in 1 quarter. The position peaked at $937 in Q1 2024. 102 funds tracked by Wall St. Rank hold OBE as of Q2 2024.

GoalVest Advisory reported no remaining Obsidian Energy position as of Q2 2024 after selling out during the quarter.
GoalVest Advisory sold 114 Obsidian Energy shares in Q2 2024, an estimated $937.
GoalVest Advisory first reported a position in Obsidian Energy in Q1 2024 and held it in 1 quarter.
GoalVest Advisory's Obsidian Energy position peaked at $937 in Q1 2024.
102 funds tracked by Wall St. Rank held Obsidian Energy as of Q2 2024.

Based on GoalVest Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.