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Regent Peak Wealth Advisors’s Ovintiv OVV Stock Holding History

Regent Peak Wealth Advisors’s Portfolio OVV Stock Details OVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-127
Closed -$2K – 725
2020
Q4 		$2K Buy
+127
New +$1.49K ﹤0.01% 837

Other funds holding OVV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regent Peak Wealth Advisors's OVV Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Ovintiv (OVV) in Q1 2021, closing a stake of 127 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in OVV in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 292 funds tracked by Wall St. Rank hold OVV as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Ovintiv position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 127 Ovintiv shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Ovintiv in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Ovintiv position peaked at $2K in Q4 2020.
  • 292 funds tracked by Wall St. Rank held Ovintiv as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.