Cassady Schiller Wealth Management’s Chord Energy CHRD Stock Holding History

Cassady Schiller 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	$702	Buy	+6	New	+$754	﹤0.01%	877

Other funds holding CHRD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's CHRD Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Chord Energy (CHRD) in Q4 2024: 6 shares worth $702. The stake represents ﹤0.01% of the portfolio and ranks #877 among its holdings.

464 funds tracked by Wall St. Rank hold CHRD as of Q4 2024.

Cassady Schiller Wealth Management held 6 shares of Chord Energy worth $702 as of Q4 2024.
Chord Energy was a new Cassady Schiller Wealth Management position in Q4 2024.
Chord Energy made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #877 holding.
464 funds tracked by Wall St. Rank held Chord Energy as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.