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Heritage Wealth Management (Arizona)’s Ovintiv OVV Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$10.1K Buy
200
+100
+100% +$5.23K ﹤0.01% 773
2022
Q3 		$5K Hold
100
– – ﹤0.01% 762
2022
Q2 		$4.42K Sell
100
-4
-4% -$206 ﹤0.01% 788
2022
Q1 		$6K Buy
+104
New +$4.48K ﹤0.01% 777

Other funds holding OVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s OVV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Ovintiv (OVV) stake by 100% in Q4 2022, buying an estimated $5.23K and bringing the position to 200 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Heritage Wealth Management (Arizona) first reported a position in OVV in Q1 2022 and has held it in 4 quarters since. 502 funds tracked by Wall St. Rank hold OVV as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 200 shares of Ovintiv worth $10.1K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 100 Ovintiv shares in Q4 2022, an estimated $5.23K.
  • Ovintiv made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #773 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Ovintiv in Q1 2022 and has held it in 4 quarters since.
  • 502 funds tracked by Wall St. Rank held Ovintiv as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.