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Ritter Daniher Financial Advisory’s Cenovus Energy CVE Stock Holding History

Ritter Daniher Financial Advisory’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
Q1 		– Sell
-250
Closed -$4.16K – 307
2023
Q4 		$4.16K Hold
250
– – ﹤0.01% 278
2023
Q3 		$5.21K Buy
+250
New +$4.77K ﹤0.01% 267

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ritter Daniher Financial Advisory's CVE Position: Q1 2024 in Review

Ritter Daniher Financial Advisory sold out of Cenovus Energy (CVE) in Q1 2024, closing a stake of 250 shares — an estimated $4.16K sold.

Ritter Daniher Financial Advisory first reported a position in CVE in Q3 2023 and held it in 2 quarters. The position peaked at $5.21K in Q3 2023. 409 funds tracked by Wall St. Rank hold CVE as of Q1 2024.

  • Ritter Daniher Financial Advisory reported no remaining Cenovus Energy position as of Q1 2024 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 250 Cenovus Energy shares in Q1 2024, an estimated $4.16K.
  • Ritter Daniher Financial Advisory first reported a position in Cenovus Energy in Q3 2023 and held it in 2 quarters.
  • Ritter Daniher Financial Advisory's Cenovus Energy position peaked at $5.21K in Q3 2023.
  • 409 funds tracked by Wall St. Rank held Cenovus Energy as of Q1 2024.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2024, filed 13 May 2024.