IFP Advisors’s Obsidian Energy OBE Stock Holding History

IFP 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 Q1	–	Sell	-331	Closed	-$6K	–	4099
2022 Q4	$6K	Buy	331 +71	+27%	+$552	﹤0.01%	3710
2022 Q3	$5K	Hold	260	–	–	﹤0.01%	4045
2022 Q2	$5K	Hold	260	–	–	﹤0.01%	3807
2022 Q1	$5K	Buy	+260	New	+$2.06K	﹤0.01%	3807
2019 Q4	–	Sell	-88	Closed	–	–	3029
2019 Q3	$0	Buy	+88	New	+$90	﹤0.01%	3121
2019 Q1	$0	Hold	89	–	–	﹤0.01%	3081
2018 Q4	$0	Sell	89 -310	-78%	-$1.37K	﹤0.01%	3766
2018 Q3	$3K	Hold	399	–	–	﹤0.01%	3436
2018 Q2	$3K	Sell	399 -174	-30%	-$1.37K	﹤0.01%	3493
2018 Q1	$5K	Hold	573	–	–	﹤0.01%	3183
2017 Q4	$5K	Sell	573 -396	-41%	-$3.21K	﹤0.01%	3230
2017 Q3	$7K	Sell	969 -121	-11%	-$896	﹤0.01%	3229
2017 Q2	$10K	Buy	+1,090	New	+$9.69K	﹤0.01%	3021

Other funds holding OBE

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

IFP Advisors's OBE Position: Q1 2023 in Review

IFP Advisors sold out of Obsidian Energy (OBE) in Q1 2023, closing a stake of 331 shares — an estimated $6K sold.

IFP Advisors first reported a position in OBE in Q2 2017 and held it in 13 quarters. The position peaked at $10K in Q2 2017. 94 funds tracked by Wall St. Rank hold OBE as of Q1 2023.

IFP Advisors reported no remaining Obsidian Energy position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 331 Obsidian Energy shares in Q1 2023, an estimated $6K.
IFP Advisors first reported a position in Obsidian Energy in Q2 2017 and held it in 13 quarters.
IFP Advisors's Obsidian Energy position peaked at $10K in Q2 2017.
94 funds tracked by Wall St. Rank held Obsidian Energy as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.