BWM
CHRD icon

BerganKDV Wealth Management’s Chord Energy CHRD Stock Holding History

BerganKDV 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
2020
Q4 		– Sell
-1,000
Closed – – 948
2020
Q3 		$0 Buy
+1,000
New +$612 ﹤0.01% 916

Other funds holding CHRD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
Aristeia Capital
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Whitebox Advisors
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

BerganKDV Wealth Management's CHRD Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Chord Energy (CHRD) in Q4 2020, closing a stake of 1,000 shares.

BerganKDV Wealth Management first reported a position in CHRD in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 66 funds tracked by Wall St. Rank hold CHRD as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining Chord Energy position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,000 Chord Energy shares in Q4 2020.
  • BerganKDV Wealth Management first reported a position in Chord Energy in Q3 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Chord Energy position peaked at $0 in Q3 2020.
  • 66 funds tracked by Wall St. Rank held Chord Energy as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.