CWM
CXO

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

Curi 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
-3
Closed – – 531
2020
Q4 		$0 Buy
+3
New +$158 ﹤0.01% 533

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

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

Curi Wealth Management sold out of CONCHO RESOURCES INC. (CXO) in Q1 2021, closing a stake of 3 shares.

Curi Wealth Management first reported a position in CXO in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 2 funds tracked by Wall St. Rank hold CXO as of Q1 2021.

  • Curi Wealth Management reported no remaining CONCHO RESOURCES INC. position as of Q1 2021 after selling out during the quarter.
  • Curi Wealth Management sold 3 CONCHO RESOURCES INC. shares in Q1 2021.
  • Curi Wealth Management first reported a position in CONCHO RESOURCES INC. in Q4 2020 and held it in 1 quarter.
  • Curi Wealth Management's CONCHO RESOURCES INC. position peaked at $0 in Q4 2020.
  • 2 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q1 2021.

Based on Curi Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.