RPWA
CXO

Regent Peak Wealth Advisors’s CONCHO RESOURCES INC. CXO Stock Holding History

Regent Peak Wealth Advisors’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
-98
Closed -$6K – 1148
2020
Q4 		$6K Buy
+98
New +$5.16K ﹤0.01% 655

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

Regent Peak Wealth Advisors's CXO Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of CONCHO RESOURCES INC. (CXO) in Q1 2021, closing a stake of 98 shares — an estimated $6K sold.

Regent Peak Wealth Advisors first reported a position in CXO in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 2 funds tracked by Wall St. Rank hold CXO as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining CONCHO RESOURCES INC. position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 98 CONCHO RESOURCES INC. shares in Q1 2021, an estimated $6K.
  • Regent Peak Wealth Advisors first reported a position in CONCHO RESOURCES INC. in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's CONCHO RESOURCES INC. position peaked at $6K in Q4 2020.
  • 2 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.