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WealthSource Partners’s Cenovus Energy CVE Stock Holding History

WealthSource 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
Q4 		$394K Buy
23,643
+572
+2% +$10.5K 0.03% 367
2023
Q3 		$480K Buy
23,071
+456
+2% +$8.71K 0.03% 320
2023
Q2 		$384K Buy
+22,615
New +$381K 0.03% 366

Other funds holding CVE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthSource Partners's CVE Position: Q4 2023 in Review

WealthSource Partners increased its Cenovus Energy (CVE) stake by 2.5% in Q4 2023, buying an estimated $10.5K and bringing the position to 23,643 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #367.

WealthSource Partners first reported a position in CVE in Q2 2023 and has held it in 3 quarters since. The position peaked at $480K in Q3 2023. 411 funds tracked by Wall St. Rank hold CVE as of Q4 2023.

  • WealthSource Partners held 23,643 shares of Cenovus Energy worth $394K as of Q4 2023.
  • WealthSource Partners bought 572 Cenovus Energy shares in Q4 2023, an estimated $10.5K.
  • Cenovus Energy made up 0.03% of WealthSource Partners's portfolio in Q4 2023, its #367 holding.
  • WealthSource Partners first reported a position in Cenovus Energy in Q2 2023 and has held it in 3 quarters since.
  • WealthSource Partners's Cenovus Energy position peaked at $480K in Q3 2023.
  • 411 funds tracked by Wall St. Rank held Cenovus Energy as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.