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Atria Wealth Solutions’s Chord Energy CHRD Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$262K Sell
2,507
-429
-15% -$40.8K 0.01% 1230
2025
Q1 		$331K Buy
+2,936
New +$334K ﹤0.01% 1416

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

Atria Wealth Solutions's CHRD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Chord Energy (CHRD) stake by 15% in Q2 2025, selling an estimated $40.8K and leaving 2,507 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #1230.

Atria Wealth Solutions first reported a position in CHRD in Q1 2025 and has held it in 2 quarters since. The position peaked at $331K in Q1 2025. 440 funds tracked by Wall St. Rank hold CHRD as of Q2 2025.

  • Atria Wealth Solutions held 2,507 shares of Chord Energy worth $262K as of Q2 2025.
  • Atria Wealth Solutions sold 429 Chord Energy shares in Q2 2025, an estimated $40.8K.
  • Chord Energy made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1230 holding.
  • Atria Wealth Solutions first reported a position in Chord Energy in Q1 2025 and has held it in 2 quarters since.
  • Atria Wealth Solutions's Chord Energy position peaked at $331K in Q1 2025.
  • 440 funds tracked by Wall St. Rank held Chord Energy as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.