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Selective Wealth Management’s Cenovus Energy CVE Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-1,000
Closed -$15K – 233
2022
Q3 		$15K Hold
1,000
– – 0.01% 467
2022
Q2 		$19K Hold
1,000
– – 0.01% 468
2022
Q1 		$17K Buy
+1,000
New +$15.2K 0.01% 466

Other funds holding CVE

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Selective Wealth Management's CVE Position: Q4 2022 in Review

Selective Wealth Management sold out of Cenovus Energy (CVE) in Q4 2022, closing a stake of 1,000 shares — an estimated $15K sold.

Selective Wealth Management first reported a position in CVE in Q1 2022 and held it in 3 quarters. The position peaked at $19K in Q2 2022. 382 funds tracked by Wall St. Rank hold CVE as of Q4 2022.

  • Selective Wealth Management reported no remaining Cenovus Energy position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,000 Cenovus Energy shares in Q4 2022, an estimated $15K.
  • Selective Wealth Management first reported a position in Cenovus Energy in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Cenovus Energy position peaked at $19K in Q2 2022.
  • 382 funds tracked by Wall St. Rank held Cenovus Energy as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.