9258 Wealth Management’s Chesapeake Energy Corporation CHK Stock Holding History

9258 Wealth Management’s Portfolio CHK Stock Details CHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-376	Closed	-$62K	–	328
2019 Q4	$62K	Hold	376	–	–	0.02%	307
2019 Q3	$106K	Hold	376	–	–	0.08%	172
2019 Q2	$147K	Sell	376 -1	-0.3%	-$500	0.12%	171
2019 Q1	$233K	Buy	+377	New	+$211K	0.2%	138

Other funds holding CHK

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

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

9258 Wealth Management's CHK Position: Q1 2020 in Review

9258 Wealth Management sold out of Chesapeake Energy Corporation (CHK) in Q1 2020, closing a stake of 376 shares — an estimated $62K sold.

9258 Wealth Management first reported a position in CHK in Q1 2019 and held it in 4 quarters. The position peaked at $233K in Q1 2019. 294 funds tracked by Wall St. Rank hold CHK as of Q1 2020.

9258 Wealth Management reported no remaining Chesapeake Energy Corporation position as of Q1 2020 after selling out during the quarter.
9258 Wealth Management sold 376 Chesapeake Energy Corporation shares in Q1 2020, an estimated $62K.
9258 Wealth Management first reported a position in Chesapeake Energy Corporation in Q1 2019 and held it in 4 quarters.
9258 Wealth Management's Chesapeake Energy Corporation position peaked at $233K in Q1 2019.
294 funds tracked by Wall St. Rank held Chesapeake Energy Corporation as of Q1 2020.

Based on 9258 Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.