WR Wealth Planners’s Cenovus Energy CVE Stock Holding History

WR Wealth Planners’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
2022 Q4	–	Sell	-6	Closed	-$92	–	512
2022 Q3	$92	Buy	+6	New	+$107	﹤0.01%	503

Other funds holding CVE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

WR Wealth Planners's CVE Position: Q4 2022 in Review

WR Wealth Planners sold out of Cenovus Energy (CVE) in Q4 2022, closing a stake of 6 shares — an estimated $92 sold.

WR Wealth Planners first reported a position in CVE in Q3 2022 and held it in 1 quarter. The position peaked at $92 in Q3 2022. 382 funds tracked by Wall St. Rank hold CVE as of Q4 2022.

WR Wealth Planners reported no remaining Cenovus Energy position as of Q4 2022 after selling out during the quarter.
WR Wealth Planners sold 6 Cenovus Energy shares in Q4 2022, an estimated $92.
WR Wealth Planners first reported a position in Cenovus Energy in Q3 2022 and held it in 1 quarter.
WR Wealth Planners's Cenovus Energy position peaked at $92 in Q3 2022.
382 funds tracked by Wall St. Rank held Cenovus Energy as of Q4 2022.

Based on WR Wealth Planners's 13F filing for Q4 2022, filed 10 Oct 2024.