CFFP
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Center for Financial Planning’s Chord Energy CHRD Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-24
Closed -$3K – 565
2022
Q3 		$3K Buy
+24
New +$3.08K ﹤0.01% 461

Other funds holding CHRD

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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

Center for Financial Planning's CHRD Position: Q4 2022 in Review

Center for Financial Planning sold out of Chord Energy (CHRD) in Q4 2022, closing a stake of 24 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in CHRD in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 344 funds tracked by Wall St. Rank hold CHRD as of Q4 2022.

  • Center for Financial Planning reported no remaining Chord Energy position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 24 Chord Energy shares in Q4 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in Chord Energy in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Chord Energy position peaked at $3K in Q3 2022.
  • 344 funds tracked by Wall St. Rank held Chord Energy as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.