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Avior Wealth Management’s Chord Energy CHRD Stock Holding History

Avior 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
2025
Q1 		– Sell
-15
Closed -$1.75K – 1021
2024
Q4 		$1.75K Hold
15
– – ﹤0.01% 2139
2024
Q3 		$1.95K Hold
15
– – ﹤0.01% 1979
2024
Q2 		$2.52K Sell
15
-99
-87% -$17.6K ﹤0.01% 1899
2024
Q1 		$20.3K Buy
+114
New +$18.3K ﹤0.01% 1596

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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Avior Wealth Management's CHRD Position: Q1 2025 in Review

Avior Wealth Management sold out of Chord Energy (CHRD) in Q1 2025, closing a stake of 15 shares — an estimated $1.75K sold.

Avior Wealth Management first reported a position in CHRD in Q1 2024 and held it in 4 quarters. The position peaked at $20.3K in Q1 2024. 440 funds tracked by Wall St. Rank hold CHRD as of Q1 2025.

  • Avior Wealth Management reported no remaining Chord Energy position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 15 Chord Energy shares in Q1 2025, an estimated $1.75K.
  • Avior Wealth Management first reported a position in Chord Energy in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Chord Energy position peaked at $20.3K in Q1 2024.
  • 440 funds tracked by Wall St. Rank held Chord Energy as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.