AWS
CXO

AJ Wealth Strategies’s CONCHO RESOURCES INC. CXO Stock Holding History

AJ Wealth Strategies’s Portfolio CXO Stock Details CXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6,267
Closed -$366K – 270
2020
Q4 		$366K Hold
6,267
– – 0.03% 172
2020
Q3 		$277K Hold
6,267
– – 0.03% 172
2020
Q2 		$323K Hold
6,267
– – 0.04% 154
2020
Q1 		$269K Buy
+6,267
New +$436K 0.04% 138

Other funds holding CXO

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

AJ Wealth Strategies's CXO Position: Q1 2021 in Review

AJ Wealth Strategies sold out of CONCHO RESOURCES INC. (CXO) in Q1 2021, closing a stake of 6,267 shares — an estimated $366K sold.

AJ Wealth Strategies first reported a position in CXO in Q1 2020 and held it in 4 quarters. The position peaked at $366K in Q4 2020. 2 funds tracked by Wall St. Rank hold CXO as of Q1 2021.

  • AJ Wealth Strategies reported no remaining CONCHO RESOURCES INC. position as of Q1 2021 after selling out during the quarter.
  • AJ Wealth Strategies sold 6,267 CONCHO RESOURCES INC. shares in Q1 2021, an estimated $366K.
  • AJ Wealth Strategies first reported a position in CONCHO RESOURCES INC. in Q1 2020 and held it in 4 quarters.
  • AJ Wealth Strategies's CONCHO RESOURCES INC. position peaked at $366K in Q4 2020.
  • 2 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q1 2021.

Based on AJ Wealth Strategies's 13F filing for Q1 2021, filed 6 May 2021.