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Valeo Financial Advisors’s Ovintiv OVV Stock Holding History

Valeo Financial 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
2019
Q4 		– Sell
-600
Closed -$14K – 1691
2019
Q3 		$14K Buy
600
+200
+50% +$4.58K ﹤0.01% 944
2019
Q2 		$10K Buy
+400
New +$12.5K ﹤0.01% 1027

Other funds holding OVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Valeo Financial Advisors's OVV Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Ovintiv (OVV) in Q2 2021, closing a stake of 2,000 shares — an estimated $48K sold.

Valeo Financial Advisors first reported a position in OVV in Q1 2019 and held it in 8 quarters. The position peaked at $48K in Q1 2021. 314 funds tracked by Wall St. Rank hold OVV as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Ovintiv position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,000 Ovintiv shares in Q2 2021, an estimated $48K.
  • Valeo Financial Advisors first reported a position in Ovintiv in Q1 2019 and held it in 8 quarters.
  • Valeo Financial Advisors's Ovintiv position peaked at $48K in Q1 2021.
  • 314 funds tracked by Wall St. Rank held Ovintiv as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.