BCA
CXO

Berman Capital Advisors’s CONCHO RESOURCES INC. CXO Stock Holding History

Berman Capital Advisors’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
-355
Closed -$20K – 1975
2020
Q4 		$20K Buy
355
+58
+20% +$3.05K ﹤0.01% 679
2020
Q3 		$13K Sell
297
-8
-3% -$399 ﹤0.01% 729
2020
Q2 		$15K Sell
305
-43
-12% -$2.38K ﹤0.01% 640
2020
Q1 		$14K Buy
348
+260
+295% +$18.1K ﹤0.01% 591
2019
Q4 		$7K Sell
88
-78
-47% -$5.63K ﹤0.01% 900
2019
Q3 		$11K Sell
166
-19
-10% -$1.55K ﹤0.01% 695
2019
Q2 		$19K Buy
185
+49
+36% +$5.29K 0.01% 530
2019
Q1 		$15K Buy
136
+53
+64% +$5.99K 0.01% 541
2018
Q4 		$8K Buy
+83
New +$11K ﹤0.01% 578

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

Berman Capital Advisors's CXO Position: Q1 2021 in Review

Berman Capital Advisors sold out of CONCHO RESOURCES INC. (CXO) in Q1 2021, closing a stake of 355 shares — an estimated $20K sold.

Berman Capital Advisors first reported a position in CXO in Q4 2018 and held it in 9 quarters. The position peaked at $20K in Q4 2020. 2 funds tracked by Wall St. Rank hold CXO as of Q1 2021.

  • Berman Capital Advisors reported no remaining CONCHO RESOURCES INC. position as of Q1 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 355 CONCHO RESOURCES INC. shares in Q1 2021, an estimated $20K.
  • Berman Capital Advisors first reported a position in CONCHO RESOURCES INC. in Q4 2018 and held it in 9 quarters.
  • Berman Capital Advisors's CONCHO RESOURCES INC. position peaked at $20K in Q4 2020.
  • 2 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q1 2021.

Based on Berman Capital Advisors's 13F filing for Q1 2021, filed 11 May 2021.