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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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return