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

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

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

Fidelity Investments

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return