BHWM
CPE

Beaird Harris Wealth Management’s Callon Petroleum Company CPE Stock Holding History

Beaird Harris 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
-612
Closed -$21.9K – 804
2024
Q1 		$21.9K Hold
612
– – ﹤0.01% 271
2023
Q4 		$19.8K Hold
612
– – ﹤0.01% 262
2023
Q3 		$23.9K Hold
612
– – ﹤0.01% 227
2023
Q2 		$21.5K Hold
612
– – ﹤0.01% 224
2023
Q1 		$20.5K Hold
612
– – ﹤0.01% 226
2022
Q4 		$22.7K Hold
612
– – ﹤0.01% 242
2022
Q3 		$21K Hold
612
– – ﹤0.01% 229
2022
Q2 		$24K Buy
+612
New +$32.8K 0.01% 190

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

Beaird Harris Wealth Management's CPE Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of Callon Petroleum Company (CPE) in Q2 2024, closing a stake of 612 shares — an estimated $21.9K sold.

Beaird Harris Wealth Management first reported a position in CPE in Q2 2022 and held it in 8 quarters. The position peaked at $24K in Q2 2022. 2 funds tracked by Wall St. Rank hold CPE as of Q2 2024.

  • Beaird Harris Wealth Management reported no remaining Callon Petroleum Company position as of Q2 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 612 Callon Petroleum Company shares in Q2 2024, an estimated $21.9K.
  • Beaird Harris Wealth Management first reported a position in Callon Petroleum Company in Q2 2022 and held it in 8 quarters.
  • Beaird Harris Wealth Management's Callon Petroleum Company position peaked at $24K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held Callon Petroleum Company as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.