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Turtle Creek Wealth Advisors’s Ovintiv OVV Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-144
Closed -$6.32K – 626
2023
Q4 		$6.32K Buy
+144
New +$6.57K ﹤0.01% 609

Other funds holding OVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Turtle Creek Wealth Advisors's OVV Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Ovintiv (OVV) in Q1 2024, closing a stake of 144 shares — an estimated $6.32K sold.

Turtle Creek Wealth Advisors first reported a position in OVV in Q4 2023 and held it in 1 quarter. The position peaked at $6.32K in Q4 2023. 539 funds tracked by Wall St. Rank hold OVV as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Ovintiv position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 144 Ovintiv shares in Q1 2024, an estimated $6.32K.
  • Turtle Creek Wealth Advisors first reported a position in Ovintiv in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Ovintiv position peaked at $6.32K in Q4 2023.
  • 539 funds tracked by Wall St. Rank held Ovintiv as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.