SWM
OBE

Selective Wealth Management’s Obsidian Energy OBE Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-2,669
Closed -$19K – 529
2022
Q3 		$19K Hold
2,669
– – 0.01% 434
2022
Q2 		$21K Buy
2,669
+1,099
+70% +$9.72K 0.01% 458
2022
Q1 		$14K Buy
+1,570
New +$12.4K 0.01% 492

Other funds holding OBE

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
WCCM
Webs Creek Capital Management Dallas, Texas $578M AUM 79.84% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.51B AUM 39.24% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Selective Wealth Management sold out of Obsidian Energy (OBE) in Q4 2022, closing a stake of 2,669 shares — an estimated $19K sold.

Selective Wealth Management first reported a position in OBE in Q1 2022 and held it in 3 quarters. The position peaked at $21K in Q2 2022. 98 funds tracked by Wall St. Rank hold OBE as of Q4 2022.

  • Selective Wealth Management reported no remaining Obsidian Energy position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 2,669 Obsidian Energy shares in Q4 2022, an estimated $19K.
  • Selective Wealth Management first reported a position in Obsidian Energy in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Obsidian Energy position peaked at $21K in Q2 2022.
  • 98 funds tracked by Wall St. Rank held Obsidian Energy as of Q4 2022.

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