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Atlantic Edge Private Wealth Management’s Chord Energy CHRD Stock Holding History

Atlantic Edge Private 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
2024
Q4 		– Sell
-15
Closed -$1.95K – 493
2024
Q3 		$1.95K Hold
15
– – ﹤0.01% 449
2024
Q2 		$2.52K Buy
+15
New +$2.66K ﹤0.01% 417

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlantic Edge Private Wealth Management's CHRD Position: Q4 2024 in Review

Atlantic Edge Private Wealth Management sold out of Chord Energy (CHRD) in Q4 2024, closing a stake of 15 shares — an estimated $1.95K sold.

Atlantic Edge Private Wealth Management first reported a position in CHRD in Q2 2024 and held it in 2 quarters. The position peaked at $2.52K in Q2 2024. 466 funds tracked by Wall St. Rank hold CHRD as of Q4 2024.

  • Atlantic Edge Private Wealth Management reported no remaining Chord Energy position as of Q4 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 15 Chord Energy shares in Q4 2024, an estimated $1.95K.
  • Atlantic Edge Private Wealth Management first reported a position in Chord Energy in Q2 2024 and held it in 2 quarters.
  • Atlantic Edge Private Wealth Management's Chord Energy position peaked at $2.52K in Q2 2024.
  • 466 funds tracked by Wall St. Rank held Chord Energy as of Q4 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.