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Ameliora Wealth Management’s ConocoPhillips COP Stock Holding History

Ameliora Wealth Management’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
-1,488
Closed -$176K – 223
2022
Q4 		$176K Hold
1,488
– – 0.09% 74
2022
Q3 		$173K Buy
+1,488
New +$148K 0.09% 75

Other funds holding COP

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameliora Wealth Management's COP Position: Q1 2023 in Review

Ameliora Wealth Management sold out of ConocoPhillips (COP) in Q1 2023, closing a stake of 1,488 shares — an estimated $176K sold.

Ameliora Wealth Management first reported a position in COP in Q3 2022 and held it in 2 quarters. The position peaked at $176K in Q4 2022. 2,093 funds tracked by Wall St. Rank hold COP as of Q1 2023.

  • Ameliora Wealth Management reported no remaining ConocoPhillips position as of Q1 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 1,488 ConocoPhillips shares in Q1 2023, an estimated $176K.
  • Ameliora Wealth Management first reported a position in ConocoPhillips in Q3 2022 and held it in 2 quarters.
  • Ameliora Wealth Management's ConocoPhillips position peaked at $176K in Q4 2022.
  • 2,093 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2023.

Based on Ameliora Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.