BFPW
CHRD icon

BOK Financial Private Wealth’s Chord Energy CHRD Stock Holding History

BOK Financial Private Wealth’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
Q1 		– Sell
-14
Closed -$2.33K – 473
2023
Q4 		$2.33K Buy
+14
New +$2.29K ﹤0.01% 443

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BOK Financial Private Wealth's CHRD Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of Chord Energy (CHRD) in Q1 2024, closing a stake of 14 shares — an estimated $2.33K sold.

BOK Financial Private Wealth first reported a position in CHRD in Q4 2023 and held it in 1 quarter. The position peaked at $2.33K in Q4 2023. 429 funds tracked by Wall St. Rank hold CHRD as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining Chord Energy position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 14 Chord Energy shares in Q1 2024, an estimated $2.33K.
  • BOK Financial Private Wealth first reported a position in Chord Energy in Q4 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's Chord Energy position peaked at $2.33K in Q4 2023.
  • 429 funds tracked by Wall St. Rank held Chord Energy as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.