SWA
OBE

SOA Wealth Advisors’s Obsidian Energy OBE Stock Holding History

SOA Wealth Advisors’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
2024
Q2 		– Sell
-91
Closed -$748 – 897
2024
Q1 		$748 Hold
91
– – ﹤0.01% 785
2023
Q4 		$617 Hold
91
– – ﹤0.01% 789
2023
Q3 		$748 Hold
91
– – ﹤0.01% 795
2023
Q2 		$531 Hold
91
– – ﹤0.01% 827
2023
Q1 		$582 Hold
91
– – ﹤0.01% 833
2022
Q4 		$604 Hold
91
– – ﹤0.01% 835
2022
Q3 		$0 Hold
91
– – ﹤0.01% 937
2022
Q2 		$0 Buy
+91
New +$805 ﹤0.01% 961

Other funds holding OBE

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.51B AUM 39.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return

SOA Wealth Advisors's OBE Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Obsidian Energy (OBE) in Q2 2024, closing a stake of 91 shares — an estimated $748 sold.

SOA Wealth Advisors first reported a position in OBE in Q2 2022 and held it in 8 quarters. The position peaked at $748 in Q1 2024. 102 funds tracked by Wall St. Rank hold OBE as of Q2 2024.

  • SOA Wealth Advisors reported no remaining Obsidian Energy position as of Q2 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 91 Obsidian Energy shares in Q2 2024, an estimated $748.
  • SOA Wealth Advisors first reported a position in Obsidian Energy in Q2 2022 and held it in 8 quarters.
  • SOA Wealth Advisors's Obsidian Energy position peaked at $748 in Q1 2024.
  • 102 funds tracked by Wall St. Rank held Obsidian Energy as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.