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Ameritas Advisory Services’s Chord Energy CHRD Stock Holding History

Ameritas Advisory Services’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
2022
Q1 		– Sell
-5,459
Closed -$688K – 831
2021
Q4 		$688K Buy
+5,459
New +$649K 0.03% 415

Other funds holding CHRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CM
Condire Management Dallas, Texas $942M AUM 83.43% 1-Year Est. Return

Ameritas Advisory Services's CHRD Position: Q1 2022 in Review

Ameritas Advisory Services sold out of Chord Energy (CHRD) in Q1 2022, closing a stake of 5,459 shares — an estimated $688K sold.

Ameritas Advisory Services first reported a position in CHRD in Q4 2021 and held it in 1 quarter. The position peaked at $688K in Q4 2021. 245 funds tracked by Wall St. Rank hold CHRD as of Q1 2022.

  • Ameritas Advisory Services reported no remaining Chord Energy position as of Q1 2022 after selling out during the quarter.
  • Ameritas Advisory Services sold 5,459 Chord Energy shares in Q1 2022, an estimated $688K.
  • Ameritas Advisory Services first reported a position in Chord Energy in Q4 2021 and held it in 1 quarter.
  • Ameritas Advisory Services's Chord Energy position peaked at $688K in Q4 2021.
  • 245 funds tracked by Wall St. Rank held Chord Energy as of Q1 2022.

Based on Ameritas Advisory Services's 13F filing for Q1 2022, filed 4 May 2022.