Key Financial Inc’s Cenovus Energy CVE Stock Holding History

Key Financial Inc’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
2024 Q4	–	Sell	-2,565	Closed	-$42.9K	–	1389
2024 Q3	$42.9K	Hold	2,565	–	–	0.01%	502
2024 Q2	$50.4K	Hold	2,565	–	–	0.01%	473
2024 Q1	$51.3K	Hold	2,565	–	–	0.01%	433
2023 Q4	$42.7K	Hold	2,565	–	–	0.01%	453
2023 Q3	$53.4K	Hold	2,565	–	–	0.02%	399
2023 Q2	$43.6K	Sell	2,565 -2,565	-50%	-$43.2K	0.01%	432
2023 Q1	$89.6K	Sell	5,130 -196	-4%	-$3.6K	0.03%	306
2022 Q4	$81.9K	Hold	5,326	–	–	0.04%	280
2022 Q3	$82K	Hold	5,326	–	–	0.04%	283
2022 Q2	$101K	Hold	5,326	–	–	0.05%	236
2022 Q1	$89K	Hold	5,326	–	–	0.04%	274
2021 Q4	$65K	Hold	5,326	–	–	0.03%	308
2021 Q3	$54K	Hold	5,326	–	–	0.03%	334
2021 Q2	$44K	Hold	5,326	–	–	0.02%	366
2021 Q1	$40K	Hold	5,326	–	–	0.03%	313
2020 Q4	$32K	Buy	+5,326	New	+$24.9K	0.02%	310
2020 Q2	–	Sell	-5,326	Closed	-$9K	–	199
2020 Q1	$9K	Sell	5,326 -5,130	-49%	-$36K	0.01%	413
2019 Q4	$106K	Buy	+10,456	New	+$94.8K	0.1%	109

Other funds holding CVE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Key Financial Inc's CVE Position: Q4 2024 in Review

Key Financial Inc sold out of Cenovus Energy (CVE) in Q4 2024, closing a stake of 2,565 shares — an estimated $42.9K sold.

Key Financial Inc first reported a position in CVE in Q4 2019 and held it in 18 quarters. The position peaked at $106K in Q4 2019. 407 funds tracked by Wall St. Rank hold CVE as of Q4 2024.

Key Financial Inc reported no remaining Cenovus Energy position as of Q4 2024 after selling out during the quarter.
Key Financial Inc sold 2,565 Cenovus Energy shares in Q4 2024, an estimated $42.9K.
Key Financial Inc first reported a position in Cenovus Energy in Q4 2019 and held it in 18 quarters.
Key Financial Inc's Cenovus Energy position peaked at $106K in Q4 2019.
407 funds tracked by Wall St. Rank held Cenovus Energy as of Q4 2024.

Based on Key Financial Inc's 13F filing for Q4 2024, filed 31 Jan 2025.