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Prospera Financial Services’s Cenovus Energy CVE Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-29,449
Closed -$514K – 1023
2023
Q1 		$514K Buy
+29,449
New +$541K 0.02% 604
2022
Q4 		– Sell
-29,870
Closed -$459K – 905
2022
Q3 		$459K Buy
+29,870
New +$531K 0.02% 541

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Prospera Financial Services's CVE Position: Q2 2023 in Review

Prospera Financial Services sold out of Cenovus Energy (CVE) in Q2 2023, closing a stake of 29,449 shares — an estimated $514K sold.

Prospera Financial Services first reported a position in CVE in Q3 2022 and held it in 2 quarters. The position peaked at $514K in Q1 2023. 374 funds tracked by Wall St. Rank hold CVE as of Q2 2023.

  • Prospera Financial Services reported no remaining Cenovus Energy position as of Q2 2023 after selling out during the quarter.
  • Prospera Financial Services sold 29,449 Cenovus Energy shares in Q2 2023, an estimated $514K.
  • Prospera Financial Services first reported a position in Cenovus Energy in Q3 2022 and held it in 2 quarters.
  • Prospera Financial Services's Cenovus Energy position peaked at $514K in Q1 2023.
  • 374 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2023.

Based on Prospera Financial Services's 13F filing for Q2 2023, filed 8 Aug 2023.