HWMA
OBE

Heritage Wealth Management (Arizona)’s Obsidian Energy OBE Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q3 		– Sell
-2,500
Closed -$19.4K – 1074
2022
Q2 		$19.4K Buy
+2,500
New +$22.1K 0.01% 546

Other funds holding OBE

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EGI
EAM Global Investors Solana Beach, California $47.1M AUM 320.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s OBE Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Obsidian Energy (OBE) in Q3 2022, closing a stake of 2,500 shares — an estimated $19.4K sold.

Heritage Wealth Management (Arizona) first reported a position in OBE in Q2 2022 and held it in 1 quarter. The position peaked at $19.4K in Q2 2022. 94 funds tracked by Wall St. Rank hold OBE as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Obsidian Energy position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 2,500 Obsidian Energy shares in Q3 2022, an estimated $19.4K.
  • Heritage Wealth Management (Arizona) first reported a position in Obsidian Energy in Q2 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Obsidian Energy position peaked at $19.4K in Q2 2022.
  • 94 funds tracked by Wall St. Rank held Obsidian Energy as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.