Spire Wealth Management’s Obsidian Energy OBE Stock Holding History

Spire 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
2023 Q4	–	Sell	-100	Closed	-$822	–	2436
2023 Q3	$822	Hold	100	–	–	﹤0.01%	2286
2023 Q2	$583	Hold	100	–	–	﹤0.01%	2368
2023 Q1	$640	Hold	100	–	–	﹤0.01%	2445
2022 Q4	$1K	Hold	100	–	–	﹤0.01%	2220
2022 Q3	$1K	Sell	100 -132	-57%	-$1.07K	﹤0.01%	2110
2022 Q2	$2K	Buy	+232	New	+$2.05K	﹤0.01%	2381

Other funds holding OBE

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Spire Wealth Management's OBE Position: Q4 2023 in Review

Spire Wealth Management sold out of Obsidian Energy (OBE) in Q4 2023, closing a stake of 100 shares — an estimated $822 sold.

Spire Wealth Management first reported a position in OBE in Q2 2022 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 101 funds tracked by Wall St. Rank hold OBE as of Q4 2023.

Spire Wealth Management reported no remaining Obsidian Energy position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 100 Obsidian Energy shares in Q4 2023, an estimated $822.
Spire Wealth Management first reported a position in Obsidian Energy in Q2 2022 and held it in 6 quarters.
Spire Wealth Management's Obsidian Energy position peaked at $2K in Q2 2022.
101 funds tracked by Wall St. Rank held Obsidian Energy as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.