JWM
OBE

Janiczek Wealth Management’s Obsidian Energy OBE Stock Holding History

Janiczek Wealth Management’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
2024
Q1 		– Sell
-53
Closed -$360 – 1141
2023
Q4 		$360 Buy
+53
New +$408 ﹤0.01% 1020

Other funds holding OBE

CIBC World Market
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.51B AUM 39.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Janiczek Wealth Management's OBE Position: Q1 2024 in Review

Janiczek Wealth Management sold out of Obsidian Energy (OBE) in Q1 2024, closing a stake of 53 shares — an estimated $360 sold.

Janiczek Wealth Management first reported a position in OBE in Q4 2023 and held it in 1 quarter. The position peaked at $360 in Q4 2023. 97 funds tracked by Wall St. Rank hold OBE as of Q1 2024.

  • Janiczek Wealth Management reported no remaining Obsidian Energy position as of Q1 2024 after selling out during the quarter.
  • Janiczek Wealth Management sold 53 Obsidian Energy shares in Q1 2024, an estimated $360.
  • Janiczek Wealth Management first reported a position in Obsidian Energy in Q4 2023 and held it in 1 quarter.
  • Janiczek Wealth Management's Obsidian Energy position peaked at $360 in Q4 2023.
  • 97 funds tracked by Wall St. Rank held Obsidian Energy as of Q1 2024.

Based on Janiczek Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.