IAA
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Independent Advisor Alliance’s Ovintiv OVV Stock Holding History

Independent Advisor Alliance’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
2024
Q2 		– Sell
-4,075
Closed -$212K – 730
2024
Q1 		$212K Buy
+4,075
New +$186K 0.01% 648
2018
Q3 		– Sell
-9,965
Closed -$640K – 403
2018
Q2 		$640K Buy
9,965
+79
+0.8% +$4.96K 0.13% 159
2018
Q1 		$521K Buy
9,886
+304
+3% +$18K 0.12% 186
2017
Q4 		$638K Buy
9,582
+3,899
+69% +$230K 0.14% 160
2017
Q3 		$322K Buy
+5,683
New +$278K 0.09% 203

Other funds holding OVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Independent Advisor Alliance's OVV Position: Q2 2024 in Review

Independent Advisor Alliance sold out of Ovintiv (OVV) in Q2 2024, closing a stake of 4,075 shares — an estimated $212K sold.

Independent Advisor Alliance first reported a position in OVV in Q3 2017 and held it in 5 quarters. The position peaked at $640K in Q2 2018. 548 funds tracked by Wall St. Rank hold OVV as of Q2 2024.

  • Independent Advisor Alliance reported no remaining Ovintiv position as of Q2 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,075 Ovintiv shares in Q2 2024, an estimated $212K.
  • Independent Advisor Alliance first reported a position in Ovintiv in Q3 2017 and held it in 5 quarters.
  • Independent Advisor Alliance's Ovintiv position peaked at $640K in Q2 2018.
  • 548 funds tracked by Wall St. Rank held Ovintiv as of Q2 2024.

Based on Independent Advisor Alliance's 13F filing for Q2 2024, filed 12 Aug 2024.