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Centerpoint Advisors’s Chord Energy CHRD Stock Holding History

Centerpoint Advisors’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 		– Sell
-88
Closed -$11K – 456
2024
Q3 		$11K Hold
88
– – ﹤0.01% 346
2024
Q2 		$15K Hold
88
– – 0.01% 307
2024
Q1 		$16K Hold
88
– – 0.01% 287
2023
Q4 		$15K Sell
88
-35
-28% -$5.72K 0.01% 291
2023
Q3 		$20K Sell
123
-2
-2% -$314 0.01% 225
2023
Q2 		$19K Hold
125
– – 0.01% 258
2023
Q1 		$17K Hold
125
– – 0.01% 282
2022
Q4 		$17K Buy
+125
New +$18.3K 0.01% 221

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Centerpoint Advisors's CHRD Position: Q4 2024 in Review

Centerpoint Advisors sold out of Chord Energy (CHRD) in Q4 2024, closing a stake of 88 shares — an estimated $11K sold.

Centerpoint Advisors first reported a position in CHRD in Q4 2022 and held it in 8 quarters. The position peaked at $20K in Q3 2023. 466 funds tracked by Wall St. Rank hold CHRD as of Q4 2024.

  • Centerpoint Advisors reported no remaining Chord Energy position as of Q4 2024 after selling out during the quarter.
  • Centerpoint Advisors sold 88 Chord Energy shares in Q4 2024, an estimated $11K.
  • Centerpoint Advisors first reported a position in Chord Energy in Q4 2022 and held it in 8 quarters.
  • Centerpoint Advisors's Chord Energy position peaked at $20K in Q3 2023.
  • 466 funds tracked by Wall St. Rank held Chord Energy as of Q4 2024.

Based on Centerpoint Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.