BIA
CPE

Bell Investment Advisors’s Callon Petroleum Company CPE Stock Holding History

Bell Investment Advisors’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
-141
Closed -$5.04K – 1993
2024
Q1 		$5.04K Buy
141
+37
+36% +$1.21K ﹤0.01% 913
2023
Q4 		$3.37K Sell
104
-29
-22% -$994 ﹤0.01% 1090
2023
Q3 		$5.2K Buy
133
+87
+189% +$3.21K ﹤0.01% 790
2023
Q2 		$1.61K Buy
46
+18
+64% +$602 ﹤0.01% 1403
2023
Q1 		$937 Sell
28
-15
-35% -$565 ﹤0.01% 1602
2022
Q4 		$1.59K Buy
+43
New +$1.77K ﹤0.01% 1405

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

Bell Investment Advisors's CPE Position: Q2 2024 in Review

Bell Investment Advisors sold out of Callon Petroleum Company (CPE) in Q2 2024, closing a stake of 141 shares — an estimated $5.04K sold.

Bell Investment Advisors first reported a position in CPE in Q4 2022 and held it in 6 quarters. The position peaked at $5.2K in Q3 2023. 2 funds tracked by Wall St. Rank hold CPE as of Q2 2024.

  • Bell Investment Advisors reported no remaining Callon Petroleum Company position as of Q2 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 141 Callon Petroleum Company shares in Q2 2024, an estimated $5.04K.
  • Bell Investment Advisors first reported a position in Callon Petroleum Company in Q4 2022 and held it in 6 quarters.
  • Bell Investment Advisors's Callon Petroleum Company position peaked at $5.2K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Callon Petroleum Company as of Q2 2024.

Based on Bell Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.