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KCS Wealth Advisory’s Cenovus Energy CVE Stock Holding History

KCS Wealth Advisory’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
Q3 		$334K Sell
16,035
-4,683
-23% -$89.4K 0.14% 108
2023
Q2 		$352K Buy
20,718
+9,915
+92% +$167K 0.12% 125
2023
Q1 		$189K Buy
+10,803
New +$198K 0.07% 142

Other funds holding CVE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

KCS Wealth Advisory's CVE Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Cenovus Energy (CVE) stake by 23% in Q3 2023, selling an estimated $89.4K and leaving 16,035 shares worth $334K. The position accounts for 0.14% of the portfolio, ranked #108.

KCS Wealth Advisory first reported a position in CVE in Q1 2023 and has held it in 3 quarters since. The position peaked at $352K in Q2 2023. 388 funds tracked by Wall St. Rank hold CVE as of Q3 2023.

  • KCS Wealth Advisory held 16,035 shares of Cenovus Energy worth $334K as of Q3 2023.
  • KCS Wealth Advisory sold 4,683 Cenovus Energy shares in Q3 2023, an estimated $89.4K.
  • Cenovus Energy made up 0.14% of KCS Wealth Advisory's portfolio in Q3 2023, its #108 holding.
  • KCS Wealth Advisory first reported a position in Cenovus Energy in Q1 2023 and has held it in 3 quarters since.
  • KCS Wealth Advisory's Cenovus Energy position peaked at $352K in Q2 2023.
  • 388 funds tracked by Wall St. Rank held Cenovus Energy as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.