PWP
OBE

Perfromance Wealth Partners’s Obsidian Energy OBE Stock Holding History

Perfromance Wealth Partners’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
Q4 		– Sell
-14,450
Closed -$80.1K – 200
2024
Q3 		$80.1K Buy
+14,450
New +$96.8K ﹤0.01% 192

Other funds holding OBE

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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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Perfromance Wealth Partners's OBE Position: Q4 2024 in Review

Perfromance Wealth Partners sold out of Obsidian Energy (OBE) in Q4 2024, closing a stake of 14,450 shares — an estimated $80.1K sold.

Perfromance Wealth Partners first reported a position in OBE in Q3 2024 and held it in 1 quarter. The position peaked at $80.1K in Q3 2024. 105 funds tracked by Wall St. Rank hold OBE as of Q4 2024.

  • Perfromance Wealth Partners reported no remaining Obsidian Energy position as of Q4 2024 after selling out during the quarter.
  • Perfromance Wealth Partners sold 14,450 Obsidian Energy shares in Q4 2024, an estimated $80.1K.
  • Perfromance Wealth Partners first reported a position in Obsidian Energy in Q3 2024 and held it in 1 quarter.
  • Perfromance Wealth Partners's Obsidian Energy position peaked at $80.1K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held Obsidian Energy as of Q4 2024.

Based on Perfromance Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.