BWM
CXO

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

BerganKDV 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
2021
Q1 		– Sell
-71
Closed -$4K – 1006
2020
Q4 		$4K Hold
71
– – ﹤0.01% 714
2020
Q3 		$3K Buy
+71
New +$3.54K ﹤0.01% 675
2020
Q2 		– Sell
-10
Closed – – 1133
2020
Q1 		$0 Hold
10
– – ﹤0.01% 1026
2019
Q4 		$1K Buy
10
+3
+43% +$216 ﹤0.01% 918
2019
Q3 		$0 Hold
7
– – ﹤0.01% 761
2019
Q2 		$1K Hold
7
– – ﹤0.01% 726
2019
Q1 		$1K Hold
7
– – ﹤0.01% 724
2018
Q4 		$1K Buy
+7
New +$928 ﹤0.01% 688

Other funds holding CXO

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

BerganKDV Wealth Management's CXO Position: Q1 2021 in Review

BerganKDV Wealth Management sold out of CONCHO RESOURCES INC. (CXO) in Q1 2021, closing a stake of 71 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in CXO in Q4 2018 and held it in 8 quarters. The position peaked at $4K in Q4 2020. 2 funds tracked by Wall St. Rank hold CXO as of Q1 2021.

  • BerganKDV Wealth Management reported no remaining CONCHO RESOURCES INC. position as of Q1 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 71 CONCHO RESOURCES INC. shares in Q1 2021, an estimated $4K.
  • BerganKDV Wealth Management first reported a position in CONCHO RESOURCES INC. in Q4 2018 and held it in 8 quarters.
  • BerganKDV Wealth Management's CONCHO RESOURCES INC. position peaked at $4K in Q4 2020.
  • 2 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q1 2021.

Based on BerganKDV Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.