Alta Wealth Advisors’s ConocoPhillips COP Stock Holding History

Alta Wealth Advisors’s Portfolio COP Stock Details COP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,031	Closed	-$476K	–	142
2022 Q4	$476K	Sell	4,031 -40	-1%	-$4.86K	0.32%	96
2022 Q3	$417K	Sell	4,071 -350	-8%	-$34.9K	0.3%	101
2022 Q2	$398K	Buy	+4,421	New	+$456K	0.28%	103

Other funds holding COP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Alta Wealth Advisors's COP Position: Q1 2023 in Review

Alta Wealth Advisors sold out of ConocoPhillips (COP) in Q1 2023, closing a stake of 4,031 shares — an estimated $476K sold.

Alta Wealth Advisors first reported a position in COP in Q2 2022 and held it in 3 quarters. The position peaked at $476K in Q4 2022. 2,092 funds tracked by Wall St. Rank hold COP as of Q1 2023.

Alta Wealth Advisors reported no remaining ConocoPhillips position as of Q1 2023 after selling out during the quarter.
Alta Wealth Advisors sold 4,031 ConocoPhillips shares in Q1 2023, an estimated $476K.
Alta Wealth Advisors first reported a position in ConocoPhillips in Q2 2022 and held it in 3 quarters.
Alta Wealth Advisors's ConocoPhillips position peaked at $476K in Q4 2022.
2,092 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2023.

Based on Alta Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.