Wealth Enhancement Advisory Services
OBE

Wealth Enhancement Advisory Services’s Obsidian Energy OBE Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q1 		– Sell
-23,158
Closed -$134K – 3104
2024
Q4 		$134K Buy
+23,158
New +$132K ﹤0.01% 2759

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services's OBE Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of Obsidian Energy (OBE) in Q1 2025, closing a stake of 23,158 shares — an estimated $134K sold.

Wealth Enhancement Advisory Services first reported a position in OBE in Q4 2024 and held it in 1 quarter. The position peaked at $134K in Q4 2024. 99 funds tracked by Wall St. Rank hold OBE as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining Obsidian Energy position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 23,158 Obsidian Energy shares in Q1 2025, an estimated $134K.
  • Wealth Enhancement Advisory Services first reported a position in Obsidian Energy in Q4 2024 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Obsidian Energy position peaked at $134K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held Obsidian Energy as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.