HighTower Advisors’s Obsidian Energy OBE Stock Holding History

HighTower Advisors’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
2023 Q4	–	Sell	-12,997	Closed	-$106K	–	3788
2023 Q3	$106K	Buy	+12,997	New	+$90.9K	﹤0.01%	3092
2022 Q2	–	Sell	-81,162	Closed	-$719K	–	3456
2022 Q1	$719K	Buy	+81,162	New	+$643K	﹤0.01%	1951
2020 Q2	–	Sell	-198,175	Closed	-$33K	–	2505
2020 Q1	$33K	Hold	198,175	–	–	﹤0.01%	2043
2019 Q4	$142K	Hold	198,175	–	–	﹤0.01%	2040
2019 Q3	$166K	Hold	198,175	–	–	﹤0.01%	2102
2019 Q2	$235K	Buy	+198,175	New	+$358K	﹤0.01%	1949
2018 Q3	–	Sell	-1,462	Closed	-$11K	–	2383
2018 Q2	$11K	Buy	+1,462	New	+$11.5K	﹤0.01%	2139
2017 Q3	–	Sell	-1,429	Closed	-$13K	–	2325
2017 Q2	$13K	Buy	+1,429	New	+$12.7K	﹤0.01%	2100

Other funds holding OBE

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HighTower Advisors's OBE Position: Q4 2023 in Review

HighTower Advisors sold out of Obsidian Energy (OBE) in Q4 2023, closing a stake of 12,997 shares — an estimated $106K sold.

HighTower Advisors first reported a position in OBE in Q2 2017 and held it in 8 quarters. The position peaked at $719K in Q1 2022. 101 funds tracked by Wall St. Rank hold OBE as of Q4 2023.

HighTower Advisors reported no remaining Obsidian Energy position as of Q4 2023 after selling out during the quarter.
HighTower Advisors sold 12,997 Obsidian Energy shares in Q4 2023, an estimated $106K.
HighTower Advisors first reported a position in Obsidian Energy in Q2 2017 and held it in 8 quarters.
HighTower Advisors's Obsidian Energy position peaked at $719K in Q1 2022.
101 funds tracked by Wall St. Rank held Obsidian Energy as of Q4 2023.

Based on HighTower Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.