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Pacific Capital Wealth Advisors’s Cenovus Energy CVE Stock Holding History

Pacific Capital Wealth Advisors’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
-43
Closed -$719 – 426
2024
Q3 		$719 Buy
+43
New +$798 ﹤0.01% 441

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Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pacific Capital Wealth Advisors's CVE Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Cenovus Energy (CVE) in Q4 2024, closing a stake of 43 shares — an estimated $719 sold.

Pacific Capital Wealth Advisors first reported a position in CVE in Q3 2024 and held it in 1 quarter. The position peaked at $719 in Q3 2024. 405 funds tracked by Wall St. Rank hold CVE as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Cenovus Energy position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 43 Cenovus Energy shares in Q4 2024, an estimated $719.
  • Pacific Capital Wealth Advisors first reported a position in Cenovus Energy in Q3 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Cenovus Energy position peaked at $719 in Q3 2024.
  • 405 funds tracked by Wall St. Rank held Cenovus Energy as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.