PWPS
CXO

Pinnacle Wealth Planning Services’s CONCHO RESOURCES INC. CXO Stock Holding History

Pinnacle Wealth Planning Services’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
-450
Closed -$26K – 2288
2020
Q4 		$26K Buy
+450
New +$23.7K 0.01% 1067

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

Pinnacle Wealth Planning Services's CXO Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of CONCHO RESOURCES INC. (CXO) in Q1 2021, closing a stake of 450 shares — an estimated $26K sold.

Pinnacle Wealth Planning Services first reported a position in CXO in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 2 funds tracked by Wall St. Rank hold CXO as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining CONCHO RESOURCES INC. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 450 CONCHO RESOURCES INC. shares in Q1 2021, an estimated $26K.
  • Pinnacle Wealth Planning Services first reported a position in CONCHO RESOURCES INC. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's CONCHO RESOURCES INC. position peaked at $26K in Q4 2020.
  • 2 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.