SWS
CPE

SYSTM Wealth Solutions’s Callon Petroleum Company CPE Stock Holding History

SYSTM Wealth Solutions’s Portfolio CPE Stock Details CPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-52
Closed -$1.69K – 1078
2023
Q4 		$1.69K Buy
+52
New +$1.78K ﹤0.01% 956

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Dimensional Fund Advisors
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AAM
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VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Hotchkis & Wiley Capital Management
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SYSTM Wealth Solutions's CPE Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of Callon Petroleum Company (CPE) in Q1 2024, closing a stake of 52 shares — an estimated $1.69K sold.

SYSTM Wealth Solutions first reported a position in CPE in Q4 2023 and held it in 1 quarter. The position peaked at $1.69K in Q4 2023. 232 funds tracked by Wall St. Rank hold CPE as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining Callon Petroleum Company position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 52 Callon Petroleum Company shares in Q1 2024, an estimated $1.69K.
  • SYSTM Wealth Solutions first reported a position in Callon Petroleum Company in Q4 2023 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Callon Petroleum Company position peaked at $1.69K in Q4 2023.
  • 232 funds tracked by Wall St. Rank held Callon Petroleum Company as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.