Abound Wealth Management’s Callon Petroleum Company CPE Stock Holding History

Abound Wealth Management’s Portfolio CPE Stock Details CPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-11	Closed	-$394	–	1336
2024 Q1	$394	Hold	11	–	–	﹤0.01%	1008
2023 Q4	$357	Buy	11 +2	+22%	+$69	﹤0.01%	1082
2023 Q3	$353	Hold	9	–	–	﹤0.01%	943
2023 Q2	$316	Buy	+9	New	+$301	﹤0.01%	1025

Other funds holding CPE

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Abound Wealth Management's CPE Position: Q2 2024 in Review

Abound Wealth Management sold out of Callon Petroleum Company (CPE) in Q2 2024, closing a stake of 11 shares — an estimated $394 sold.

Abound Wealth Management first reported a position in CPE in Q2 2023 and held it in 4 quarters. The position peaked at $394 in Q1 2024. 2 funds tracked by Wall St. Rank hold CPE as of Q2 2024.

Abound Wealth Management reported no remaining Callon Petroleum Company position as of Q2 2024 after selling out during the quarter.
Abound Wealth Management sold 11 Callon Petroleum Company shares in Q2 2024, an estimated $394.
Abound Wealth Management first reported a position in Callon Petroleum Company in Q2 2023 and held it in 4 quarters.
Abound Wealth Management's Callon Petroleum Company position peaked at $394 in Q1 2024.
2 funds tracked by Wall St. Rank held Callon Petroleum Company as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.