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Allied Investment Advisors’s Chord Energy CHRD Stock Holding History

Allied Investment Advisors’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
Q1 		– Sell
-11,060
Closed -$36K – 46
2019
Q4 		$36K Hold
11,060
– – 0.02% 45
2019
Q3 		$38K Hold
11,060
– – 0.02% 46
2019
Q2 		$63K Hold
11,060
– – 0.04% 48
2019
Q1 		$67K Hold
11,060
– – 0.05% 45
2018
Q4 		$61K Hold
11,060
– – 0.05% 43
2018
Q3 		$157K Hold
11,060
– – 0.12% 44
2018
Q2 		$143K Hold
11,060
– – 0.12% 47
2018
Q1 		$90K Hold
11,060
– – 0.07% 48
2017
Q4 		$93K Buy
+11,060
New +$102K 0.08% 48

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EECFV
EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allied Investment Advisors's CHRD Position: Q1 2020 in Review

Allied Investment Advisors sold out of Chord Energy (CHRD) in Q1 2020, closing a stake of 11,060 shares — an estimated $36K sold.

Allied Investment Advisors first reported a position in CHRD in Q4 2017 and held it in 9 quarters. The position peaked at $157K in Q3 2018. 172 funds tracked by Wall St. Rank hold CHRD as of Q1 2020.

  • Allied Investment Advisors reported no remaining Chord Energy position as of Q1 2020 after selling out during the quarter.
  • Allied Investment Advisors sold 11,060 Chord Energy shares in Q1 2020, an estimated $36K.
  • Allied Investment Advisors first reported a position in Chord Energy in Q4 2017 and held it in 9 quarters.
  • Allied Investment Advisors's Chord Energy position peaked at $157K in Q3 2018.
  • 172 funds tracked by Wall St. Rank held Chord Energy as of Q1 2020.

Based on Allied Investment Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.