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ForthRight Wealth Management’s ConocoPhillips COP Stock Holding History

ForthRight Wealth Management’s Portfolio COP Stock Details COP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-318
Closed -$13K – 62
2020
Q4 		$13K Buy
+318
New +$11.7K 0.01% 111

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ForthRight Wealth Management's COP Position: Q1 2021 in Review

ForthRight Wealth Management sold out of ConocoPhillips (COP) in Q1 2021, closing a stake of 318 shares — an estimated $13K sold.

ForthRight Wealth Management first reported a position in COP in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 1,521 funds tracked by Wall St. Rank hold COP as of Q1 2021.

  • ForthRight Wealth Management reported no remaining ConocoPhillips position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 318 ConocoPhillips shares in Q1 2021, an estimated $13K.
  • ForthRight Wealth Management first reported a position in ConocoPhillips in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's ConocoPhillips position peaked at $13K in Q4 2020.
  • 1,521 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.