Carson Wealth (CWM LLC)
CXO

Carson Wealth (CWM LLC)’s CONCHO RESOURCES INC. CXO Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-134
Closed -$14K – 3401
2018
Q4 		$14K Buy
134
+30
+29% +$3.98K ﹤0.01% 1240
2018
Q3 		$16K Buy
104
+7
+7% +$987 ﹤0.01% 1026
2018
Q2 		$13K Buy
97
+47
+94% +$6.72K ﹤0.01% 944
2018
Q1 		$8K Hold
50
– – ﹤0.01% 912
2017
Q4 		$8K Hold
50
– – ﹤0.01% 958
2017
Q3 		$7K Buy
+50
New +$6.02K ﹤0.01% 1006
2017
Q2 		– Sell
-18
Closed -$2K – 1345
2017
Q1 		$2K Hold
18
– – ﹤0.01% 1017
2016
Q4 		$2K Buy
+18
New +$2.45K ﹤0.01% 1018

Other funds holding CXO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CXO Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of CONCHO RESOURCES INC. (CXO) in Q1 2019, closing a stake of 134 shares — an estimated $14K sold.

Carson Wealth (CWM LLC) first reported a position in CXO in Q4 2016 and held it in 8 quarters. The position peaked at $16K in Q3 2018. 494 funds tracked by Wall St. Rank hold CXO as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining CONCHO RESOURCES INC. position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 134 CONCHO RESOURCES INC. shares in Q1 2019, an estimated $14K.
  • Carson Wealth (CWM LLC) first reported a position in CONCHO RESOURCES INC. in Q4 2016 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s CONCHO RESOURCES INC. position peaked at $16K in Q3 2018.
  • 494 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.