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Advisors Preferred’s Chord Energy CHRD Stock Holding History

Advisors Preferred’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
2024
Q3 		– Sell
-33,317
Closed -$5.65M – 198
2024
Q2 		$5.65M Buy
+33,317
New +$5.91M 0.98% 29
2018
Q4 		– Sell
-5,138
Closed -$73K – 134
2018
Q3 		$73K Sell
5,138
-8,427
-62% -$107K 0.03% 110
2018
Q2 		$176K Buy
+13,565
New +$154K 0.08% 87

Other funds holding CHRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisors Preferred's CHRD Position: Q3 2024 in Review

Advisors Preferred sold out of Chord Energy (CHRD) in Q3 2024, closing a stake of 33,317 shares — an estimated $5.65M sold.

Advisors Preferred first reported a position in CHRD in Q2 2018 and held it in 3 quarters. The position peaked at $5.65M in Q2 2024. 495 funds tracked by Wall St. Rank hold CHRD as of Q3 2024.

  • Advisors Preferred reported no remaining Chord Energy position as of Q3 2024 after selling out during the quarter.
  • Advisors Preferred sold 33,317 Chord Energy shares in Q3 2024, an estimated $5.65M.
  • Advisors Preferred first reported a position in Chord Energy in Q2 2018 and held it in 3 quarters.
  • Advisors Preferred's Chord Energy position peaked at $5.65M in Q2 2024.
  • 495 funds tracked by Wall St. Rank held Chord Energy as of Q3 2024.

Based on Advisors Preferred's 13F filing for Q3 2024, filed 15 Oct 2024.