AWM
CXO

Avitas Wealth Management’s CONCHO RESOURCES INC. CXO Stock Holding History

Avitas Wealth Management’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
2019
Q3 		– Sell
-24,001
Closed -$2.48M – 193
2019
Q2 		$2.48M Buy
+24,001
New +$2.59M 0.69% 66
2018
Q4 		– Sell
-5,649
Closed -$863K – 192
2018
Q3 		$863K Buy
+5,649
New +$796K 0.25% 116

Other funds holding CXO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avitas Wealth Management's CXO Position: Q3 2019 in Review

Avitas Wealth Management sold out of CONCHO RESOURCES INC. (CXO) in Q3 2019, closing a stake of 24,001 shares — an estimated $2.48M sold.

Avitas Wealth Management first reported a position in CXO in Q3 2018 and held it in 2 quarters. The position peaked at $2.48M in Q2 2019. 454 funds tracked by Wall St. Rank hold CXO as of Q3 2019.

  • Avitas Wealth Management reported no remaining CONCHO RESOURCES INC. position as of Q3 2019 after selling out during the quarter.
  • Avitas Wealth Management sold 24,001 CONCHO RESOURCES INC. shares in Q3 2019, an estimated $2.48M.
  • Avitas Wealth Management first reported a position in CONCHO RESOURCES INC. in Q3 2018 and held it in 2 quarters.
  • Avitas Wealth Management's CONCHO RESOURCES INC. position peaked at $2.48M in Q2 2019.
  • 454 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q3 2019.

Based on Avitas Wealth Management's 13F filing for Q3 2019, filed 18 Oct 2019.