SPIA
CXO

Steward Partners Investment Advisory’s CONCHO RESOURCES INC. CXO Stock Holding History

Steward Partners Investment Advisory’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
-9
Closed -$1K – 3540
2020
Q4 		$1K Sell
9
-8
-47% -$421 ﹤0.01% 2853
2020
Q3 		$1K Hold
17
– – ﹤0.01% 2719
2020
Q2 		$1K Buy
17
+8
+89% +$442 ﹤0.01% 2640
2020
Q1 		$0 Sell
9
-85
-90% -$5.91K ﹤0.01% 2798
2019
Q4 		$8K Sell
94
-10
-10% -$722 ﹤0.01% 2128
2019
Q3 		$7K Buy
104
+19
+22% +$1.55K ﹤0.01% 2175
2019
Q2 		$8K Buy
+85
New +$9.17K ﹤0.01% 2102
2018
Q4 		– Sell
-135
Closed -$21K – 2442
2018
Q3 		$21K Sell
135
-14
-9% -$1.97K ﹤0.01% 1548
2018
Q2 		$21K Buy
149
+13
+10% +$1.86K ﹤0.01% 1460
2018
Q1 		$20K Hold
136
– – ﹤0.01% 1340
2017
Q4 		$20K Hold
136
– – ﹤0.01% 1125
2017
Q3 		$17K Buy
136
+32
+31% +$3.85K ﹤0.01% 990
2017
Q2 		$12K Hold
104
– – ﹤0.01% 1010
2017
Q1 		$13K Buy
+104
New +$14K ﹤0.01% 878

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

Steward Partners Investment Advisory's CXO Position: Q1 2021 in Review

Steward Partners Investment Advisory sold out of CONCHO RESOURCES INC. (CXO) in Q1 2021, closing a stake of 9 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in CXO in Q1 2017 and held it in 14 quarters. The position peaked at $21K in Q3 2018. 2 funds tracked by Wall St. Rank hold CXO as of Q1 2021.

  • Steward Partners Investment Advisory reported no remaining CONCHO RESOURCES INC. position as of Q1 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 9 CONCHO RESOURCES INC. shares in Q1 2021, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in CONCHO RESOURCES INC. in Q1 2017 and held it in 14 quarters.
  • Steward Partners Investment Advisory's CONCHO RESOURCES INC. position peaked at $21K in Q3 2018.
  • 2 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q1 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2021, filed 14 May 2021.