Schneider Downs Wealth Management Advisors’s ConocoPhillips COP Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio COP Stock Details COP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,487	Closed	-$223K	–	136
2022 Q2	$223K	Sell	2,487 -140	-5%	-$14.4K	0.06%	129
2022 Q1	$263K	Sell	2,627 -336	-11%	-$30.9K	0.07%	119
2021 Q4	$214K	Sell	2,963 -348	-11%	-$25.4K	0.05%	146
2021 Q3	$224K	Buy	+3,311	New	+$191K	0.06%	134

Other funds holding COP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's COP Position: Q3 2022 in Review

Schneider Downs Wealth Management Advisors sold out of ConocoPhillips (COP) in Q3 2022, closing a stake of 2,487 shares — an estimated $223K sold.

Schneider Downs Wealth Management Advisors first reported a position in COP in Q3 2021 and held it in 4 quarters. The position peaked at $263K in Q1 2022. 1,998 funds tracked by Wall St. Rank hold COP as of Q3 2022.

Schneider Downs Wealth Management Advisors reported no remaining ConocoPhillips position as of Q3 2022 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 2,487 ConocoPhillips shares in Q3 2022, an estimated $223K.
Schneider Downs Wealth Management Advisors first reported a position in ConocoPhillips in Q3 2021 and held it in 4 quarters.
Schneider Downs Wealth Management Advisors's ConocoPhillips position peaked at $263K in Q1 2022.
1,998 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.