GWSA
CPE

Global Wealth Strategies & Associates’s Callon Petroleum Company CPE Stock Holding History

Global Wealth Strategies & Associates’s Portfolio CPE Stock Details CPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-500
Closed -$16.7K – 360
2023
Q1 		$16.7K Buy
+500
New +$18.8K 0.01% 124

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Blackstone Inc
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Global Wealth Strategies & Associates's CPE Position: Q2 2023 in Review

Global Wealth Strategies & Associates sold out of Callon Petroleum Company (CPE) in Q2 2023, closing a stake of 500 shares — an estimated $16.7K sold.

Global Wealth Strategies & Associates first reported a position in CPE in Q1 2023 and held it in 1 quarter. The position peaked at $16.7K in Q1 2023. 224 funds tracked by Wall St. Rank hold CPE as of Q2 2023.

  • Global Wealth Strategies & Associates reported no remaining Callon Petroleum Company position as of Q2 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 500 Callon Petroleum Company shares in Q2 2023, an estimated $16.7K.
  • Global Wealth Strategies & Associates first reported a position in Callon Petroleum Company in Q1 2023 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Callon Petroleum Company position peaked at $16.7K in Q1 2023.
  • 224 funds tracked by Wall St. Rank held Callon Petroleum Company as of Q2 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2023, filed 5 Jul 2023.