TFO Wealth Partners’s Callon Petroleum Company CPE Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-1	Closed	-$36	–	801
2024 Q1	$36	Hold	1	–	–	﹤0.01%	741
2023 Q4	$32	Hold	1	–	–	﹤0.01%	896
2023 Q3	$35	Hold	1	–	–	﹤0.01%	1065
2023 Q2	$35	Hold	1	–	–	﹤0.01%	787
2023 Q1	$33	Hold	1	–	–	﹤0.01%	774
2022 Q4	$68	Buy	+1	New	+$41	﹤0.01%	830

Other funds holding CPE

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

TFO Wealth Partners's CPE Position: Q2 2024 in Review

TFO Wealth Partners sold out of Callon Petroleum Company (CPE) in Q2 2024, closing a stake of 1 share — an estimated $36 sold.

TFO Wealth Partners first reported a position in CPE in Q4 2022 and held it in 6 quarters. The position peaked at $68 in Q4 2022. 2 funds tracked by Wall St. Rank hold CPE as of Q2 2024.

TFO Wealth Partners reported no remaining Callon Petroleum Company position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 Callon Petroleum Company share in Q2 2024, an estimated $36.
TFO Wealth Partners first reported a position in Callon Petroleum Company in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Callon Petroleum Company position peaked at $68 in Q4 2022.
2 funds tracked by Wall St. Rank held Callon Petroleum Company as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.