Wealthstreet Investment Advisors’s ConocoPhillips COP Stock Holding History

Wealthstreet Investment 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
2021 Q2	–	Sell	-9,317	Closed	-$494K	–	134
2021 Q1	$494K	Buy	9,317 +169	+2%	+$8.33K	0.05%	247
2020 Q4	$366K	Hold	9,148	–	–	0.04%	274
2020 Q3	$300K	Buy	9,148 +950	+12%	+$36K	0.03%	277
2020 Q2	$344K	Buy	+8,198	New	+$332K	0.04%	256
2020 Q1	–	Sell	-6,908	Closed	-$449K	–	312
2019 Q4	$449K	Hold	6,908	–	–	0.05%	243
2019 Q3	$394K	Sell	6,908 -200	-3%	-$11.4K	0.05%	247
2019 Q2	$434K	Sell	7,108 -1,000	-12%	-$62.2K	0.06%	242
2019 Q1	$541K	Hold	8,108	–	–	0.07%	214
2018 Q4	$530K	Buy	8,108 +585	+8%	+$39.8K	0.07%	207
2018 Q3	$582K	Sell	7,523 -585	-7%	-$42.2K	0.07%	222
2018 Q2	$564K	Buy	8,108 +585	+8%	+$39K	0.07%	223
2018 Q1	$446K	Sell	7,523 -924	-11%	-$52.2K	0.06%	247
2017 Q4	$464K	Buy	+8,447	New	+$434K	0.06%	237

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealthstreet Investment Advisors's COP Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of ConocoPhillips (COP) in Q2 2021, closing a stake of 9,317 shares — an estimated $494K sold.

Wealthstreet Investment Advisors first reported a position in COP in Q4 2017 and held it in 13 quarters. The position peaked at $582K in Q3 2018. 1,589 funds tracked by Wall St. Rank hold COP as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining ConocoPhillips position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 9,317 ConocoPhillips shares in Q2 2021, an estimated $494K.
Wealthstreet Investment Advisors first reported a position in ConocoPhillips in Q4 2017 and held it in 13 quarters.
Wealthstreet Investment Advisors's ConocoPhillips position peaked at $582K in Q3 2018.
1,589 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.