WealthPLAN Partners’s Ovintiv OVV Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-280	Closed	-$10.7K	–	880
2023 Q2	$10.7K	Hold	280	–	–	﹤0.01%	784
2023 Q1	$10.1K	Buy	+280	New	+$12.3K	﹤0.01%	858
2019 Q2	–	Sell	-2,051	Closed	-$70K	–	267
2019 Q1	$70K	Buy	+2,051	New	+$70.3K	0.01%	250
2016 Q3	$1.62K	Hold	31	–	–	﹤0.01%	870
2016 Q2	$1.2K	Buy	+31	New	+$1.14K	﹤0.01%	2307
2015 Q4	$784	Buy	+31	New	+$1.13K	﹤0.01%	1567
2015 Q2	–	Sell	-27	Closed	-$1K	–	488
2015 Q1	$1K	Buy	+27	New	+$1.7K	﹤0.01%	517

Other funds holding OVV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EECFX

EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

EECFX

EnCap Energy Capital Fund X Houston, Texas $216M AUM 11.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's OVV Position: Q3 2023 in Review

WealthPLAN Partners sold out of Ovintiv (OVV) in Q3 2023, closing a stake of 280 shares — an estimated $10.7K sold.

WealthPLAN Partners first reported a position in OVV in Q1 2015 and held it in 7 quarters. The position peaked at $70K in Q1 2019. 447 funds tracked by Wall St. Rank hold OVV as of Q3 2023.

WealthPLAN Partners reported no remaining Ovintiv position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 280 Ovintiv shares in Q3 2023, an estimated $10.7K.
WealthPLAN Partners first reported a position in Ovintiv in Q1 2015 and held it in 7 quarters.
WealthPLAN Partners's Ovintiv position peaked at $70K in Q1 2019.
447 funds tracked by Wall St. Rank held Ovintiv as of Q3 2023.

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