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Vahanian & Associates Financial Planning’s Cenovus Energy CVE Stock Holding History

Vahanian & Associates Financial Planning’s Portfolio CVE Stock Details CVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,255
Closed -$179K – 61
2023
Q1 		$179K Buy
+10,255
New +$188K 0.5% 69

Other funds holding CVE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Vahanian & Associates Financial Planning's CVE Position: Q2 2023 in Review

Vahanian & Associates Financial Planning sold out of Cenovus Energy (CVE) in Q2 2023, closing a stake of 10,255 shares — an estimated $179K sold.

Vahanian & Associates Financial Planning first reported a position in CVE in Q1 2023 and held it in 1 quarter. The position peaked at $179K in Q1 2023. 374 funds tracked by Wall St. Rank hold CVE as of Q2 2023.

  • Vahanian & Associates Financial Planning reported no remaining Cenovus Energy position as of Q2 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 10,255 Cenovus Energy shares in Q2 2023, an estimated $179K.
  • Vahanian & Associates Financial Planning first reported a position in Cenovus Energy in Q1 2023 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Cenovus Energy position peaked at $179K in Q1 2023.
  • 374 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2023, filed 24 Jul 2023.