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Impact Partnership Wealth’s Cenovus Energy CVE Stock Holding History

Impact Partnership Wealth’s Portfolio CVE Stock Details CVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-784
Closed -$16.3K – 884
2023
Q3 		$16.3K Hold
784
– – 0.01% 509
2023
Q2 		$13.3K Buy
+784
New +$13.2K ﹤0.01% 395

Other funds holding CVE

Capital World Investors
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Impact Partnership Wealth's CVE Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Cenovus Energy (CVE) in Q4 2023, closing a stake of 784 shares — an estimated $16.3K sold.

Impact Partnership Wealth first reported a position in CVE in Q2 2023 and held it in 2 quarters. The position peaked at $16.3K in Q3 2023. 411 funds tracked by Wall St. Rank hold CVE as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Cenovus Energy position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 784 Cenovus Energy shares in Q4 2023, an estimated $16.3K.
  • Impact Partnership Wealth first reported a position in Cenovus Energy in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Cenovus Energy position peaked at $16.3K in Q3 2023.
  • 411 funds tracked by Wall St. Rank held Cenovus Energy as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.