Creative Planning’s CONCHO RESOURCES INC. CXO Stock Holding History

Creative Planning’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
2015 Q2	–	Sell	-500	Closed	-$2K	–	3412
2015 Q1	$2K	Buy	+500	New	+$54.5K	﹤0.01%	3944

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

Creative Planning's CXO Position: Q1 2021 in Review

Creative Planning sold out of CONCHO RESOURCES INC. (CXO) in Q1 2021, closing a stake of 4,662 shares — an estimated $272K sold.

Creative Planning first reported a position in CXO in Q2 2013 and held it in 26 quarters. The position peaked at $1.03M in Q4 2017. 2 funds tracked by Wall St. Rank hold CXO as of Q1 2021.

Creative Planning reported no remaining CONCHO RESOURCES INC. position as of Q1 2021 after selling out during the quarter.
Creative Planning sold 4,662 CONCHO RESOURCES INC. shares in Q1 2021, an estimated $272K.
Creative Planning first reported a position in CONCHO RESOURCES INC. in Q2 2013 and held it in 26 quarters.
Creative Planning's CONCHO RESOURCES INC. position peaked at $1.03M in Q4 2017.
2 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.