9WM
CHRD icon

9258 Wealth Management’s Chord Energy CHRD Stock Holding History

9258 Wealth Management’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-61,225
Closed -$46K – 302
2020
Q2 		$46K Sell
61,225
-1,267
-2% -$819 0.02% 277
2020
Q1 		$33K Hold
62,492
– – 0.01% 269
2019
Q4 		$204K Sell
62,492
-1,540
-2% -$4.41K 0.07% 281
2019
Q3 		$222K Hold
64,032
– – 0.17% 150
2019
Q2 		$364K Buy
64,032
+16,000
+33% +$90.9K 0.29% 113
2019
Q1 		$290K Sell
48,032
-1,262
-3% -$7.56K 0.25% 119
2018
Q4 		$273K Buy
+49,294
New +$447K 0.26% 119

Other funds holding CHRD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EECFV
EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return