Waverly Advisors’s Cenovus Energy CVE Stock Holding History

Waverly Advisors’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
2026 Q1	$255K	Buy	+9,600	New	+$205K	﹤0.01%	1386
2018 Q1	–	Sell	-150	Closed	-$1K	–	227
2017 Q4	$1K	Buy	+150	New	+$1.46K	﹤0.01%	393
2014 Q4	–	Sell	-51	Closed	-$1K	–	482
2014 Q3	$1K	Hold	51	–	–	﹤0.01%	745
2014 Q2	$2K	Hold	51	–	–	﹤0.01%	692
2014 Q1	$1K	Sell	51 -3,700	-99%	-$98.8K	﹤0.01%	678
2013 Q4	$107K	Buy	3,751 +51	+1%	+$1.49K	0.04%	217
2013 Q3	$110K	Buy	+3,700	New	+$109K	0.06%	143

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return