PWM
CXO

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

PRW 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
2019
Q2 		– Sell
-359
Closed -$40K – 759
2019
Q1 		$40K Hold
359
– – 0.04% 167
2018
Q4 		$37K Buy
+359
New +$47.6K 0.05% 161

Other funds holding CXO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PRW Wealth Management's CXO Position: Q2 2019 in Review

PRW Wealth Management sold out of CONCHO RESOURCES INC. (CXO) in Q2 2019, closing a stake of 359 shares — an estimated $40K sold.

PRW Wealth Management first reported a position in CXO in Q4 2018 and held it in 2 quarters. The position peaked at $40K in Q1 2019. 495 funds tracked by Wall St. Rank hold CXO as of Q2 2019.

  • PRW Wealth Management reported no remaining CONCHO RESOURCES INC. position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 359 CONCHO RESOURCES INC. shares in Q2 2019, an estimated $40K.
  • PRW Wealth Management first reported a position in CONCHO RESOURCES INC. in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's CONCHO RESOURCES INC. position peaked at $40K in Q1 2019.
  • 495 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.