WealthPLAN Partners’s Cenovus Energy CVE Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-396	Closed	-$6.72K	–	478
2023 Q2	$6.72K	Hold	396	–	–	﹤0.01%	860
2023 Q1	$6.91K	Buy	+396	New	+$7.27K	﹤0.01%	942
2016 Q3	$2.2K	Hold	154	–	–	﹤0.01%	844
2016 Q2	$2.13K	Buy	+154	New	+$2.23K	﹤0.01%	2225
2015 Q4	$1.94K	Buy	+154	New	+$2.27K	﹤0.01%	1479
2015 Q2	–	Sell	-134	Closed	-$2K	–	443
2015 Q1	$2K	Buy	+134	New	+$2.47K	﹤0.01%	483

Other funds holding CVE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

WealthPLAN Partners's CVE Position: Q3 2023 in Review

WealthPLAN Partners sold out of Cenovus Energy (CVE) in Q3 2023, closing a stake of 396 shares — an estimated $6.72K sold.

WealthPLAN Partners first reported a position in CVE in Q1 2015 and held it in 6 quarters. The position peaked at $6.91K in Q1 2023. 388 funds tracked by Wall St. Rank hold CVE as of Q3 2023.

WealthPLAN Partners reported no remaining Cenovus Energy position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 396 Cenovus Energy shares in Q3 2023, an estimated $6.72K.
WealthPLAN Partners first reported a position in Cenovus Energy in Q1 2015 and held it in 6 quarters.
WealthPLAN Partners's Cenovus Energy position peaked at $6.91K in Q1 2023.
388 funds tracked by Wall St. Rank held Cenovus Energy as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.