PFGIA
CEO

Patriot Financial Group Insurance Agency’s CNOOC Limited CEO Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CEO Stock Details CEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-16
Closed -$1K – 2126
2020
Q4 		$1K Sell
16
-43
-73% -$4.25K ﹤0.01% 1833
2020
Q3 		$6K Hold
59
– – ﹤0.01% 1205
2020
Q2 		$7K Buy
59
+1
+2% +$113 ﹤0.01% 1108
2020
Q1 		$6K Buy
+58
New +$8.25K ﹤0.01% 1042

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Barclays
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IAIM
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CEO Position: Q1 2021 in Review

Patriot Financial Group Insurance Agency sold out of CNOOC Limited (CEO) in Q1 2021, closing a stake of 16 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in CEO in Q1 2020 and held it in 4 quarters. The position peaked at $7K in Q2 2020. 8 funds tracked by Wall St. Rank hold CEO as of Q1 2021.

  • Patriot Financial Group Insurance Agency reported no remaining CNOOC Limited position as of Q1 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 16 CNOOC Limited shares in Q1 2021, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in CNOOC Limited in Q1 2020 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's CNOOC Limited position peaked at $7K in Q2 2020.
  • 8 funds tracked by Wall St. Rank held CNOOC Limited as of Q1 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2021, filed 29 Apr 2021.