Vishria Bird Financial Group’s ExxonMobil XOM Stock Holding History

Vishria Bird Financial Group’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,383	Closed	-$236K	–	51
2019 Q4	$236K	Sell	3,383 -382	-10%	-$26.4K	0.23%	40
2019 Q3	$266K	Hold	3,765	–	–	0.3%	39
2019 Q2	$289K	Hold	3,765	–	–	0.29%	37
2019 Q1	$304K	Sell	3,765 -1,281	-25%	-$97.7K	0.31%	37
2018 Q4	$344K	Buy	5,046 +6	+0.1%	+$471	0.38%	33
2018 Q3	$429K	Sell	5,040 -184	-4%	-$15K	0.37%	27
2018 Q2	$432K	Buy	+5,224	New	+$416K	0.4%	24

Other funds holding XOM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vishria Bird Financial Group's XOM Position: Q1 2020 in Review

Vishria Bird Financial Group sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 3,383 shares — an estimated $236K sold.

Vishria Bird Financial Group first reported a position in XOM in Q2 2018 and held it in 7 quarters. The position peaked at $432K in Q2 2018. 2,447 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

Vishria Bird Financial Group reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
Vishria Bird Financial Group sold 3,383 ExxonMobil shares in Q1 2020, an estimated $236K.
Vishria Bird Financial Group first reported a position in ExxonMobil in Q2 2018 and held it in 7 quarters.
Vishria Bird Financial Group's ExxonMobil position peaked at $432K in Q2 2018.
2,447 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on Vishria Bird Financial Group's 13F filing for Q1 2020, filed 13 Apr 2020.