UAS
OBE

United Asset Strategies’s Obsidian Energy OBE Stock Holding History

United Asset Strategies’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
Q2 		– Sell
-22,457
Closed -$144K – 242
2023
Q1 		$144K Buy
+22,457
New +$146K 0.02% 215

Other funds holding OBE

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
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Asset Strategies's OBE Position: Q2 2023 in Review

United Asset Strategies sold out of Obsidian Energy (OBE) in Q2 2023, closing a stake of 22,457 shares — an estimated $144K sold.

United Asset Strategies first reported a position in OBE in Q1 2023 and held it in 1 quarter. The position peaked at $144K in Q1 2023. 86 funds tracked by Wall St. Rank hold OBE as of Q2 2023.

  • United Asset Strategies reported no remaining Obsidian Energy position as of Q2 2023 after selling out during the quarter.
  • United Asset Strategies sold 22,457 Obsidian Energy shares in Q2 2023, an estimated $144K.
  • United Asset Strategies first reported a position in Obsidian Energy in Q1 2023 and held it in 1 quarter.
  • United Asset Strategies's Obsidian Energy position peaked at $144K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held Obsidian Energy as of Q2 2023.

Based on United Asset Strategies's 13F filing for Q2 2023, filed 25 Jul 2023.