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Sutton Wealth Advisors’s Ovintiv OVV Stock Holding History

Sutton Wealth Advisors’s Portfolio OVV Stock Details OVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-715
Closed -$36.3K – 1338
2022
Q4 		$36.3K Buy
+715
New +$37.4K 0.01% 486
2019
Q2 		– Sell
-1,093
Closed -$39.6K – 1199
2019
Q1 		$39.6K Buy
+1,093
New +$37.5K 0.02% 370

Other funds holding OVV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sutton Wealth Advisors's OVV Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Ovintiv (OVV) in Q1 2023, closing a stake of 715 shares — an estimated $36.3K sold.

Sutton Wealth Advisors first reported a position in OVV in Q1 2019 and held it in 2 quarters. The position peaked at $39.6K in Q1 2019. 457 funds tracked by Wall St. Rank hold OVV as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Ovintiv position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 715 Ovintiv shares in Q1 2023, an estimated $36.3K.
  • Sutton Wealth Advisors first reported a position in Ovintiv in Q1 2019 and held it in 2 quarters.
  • Sutton Wealth Advisors's Ovintiv position peaked at $39.6K in Q1 2019.
  • 457 funds tracked by Wall St. Rank held Ovintiv as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.