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Cetera Advisors’s Chord Energy CHRD Stock Holding History

Cetera 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
Q1 		$444K Buy
+2,489
New +$400K ﹤0.01% 1681
2023
Q4 		– Sell
-1,267
Closed -$205K – 1804
2023
Q3 		$205K Buy
+1,267
New +$199K ﹤0.01% 1534
2022
Q4 		– Sell
-1,568
Closed -$214K – 1624
2022
Q3 		$214K Buy
+1,568
New +$201K 0.01% 1104

Other funds holding CHRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cetera Advisors's CHRD Position: Q1 2024 in Review

Cetera Advisors opened a new position in Chord Energy (CHRD) in Q1 2024: 2,489 shares worth $444K. The stake represents ﹤0.01% of the portfolio and ranks #1681 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in CHRD as recently as Q3 2023.

Cetera Advisors first reported a position in CHRD in Q3 2022 and has held it in 3 quarters since. 431 funds tracked by Wall St. Rank hold CHRD as of Q1 2024.

  • Cetera Advisors held 2,489 shares of Chord Energy worth $444K as of Q1 2024.
  • Chord Energy was a new Cetera Advisors position in Q1 2024.
  • Chord Energy made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1681 holding.
  • Cetera Advisors first reported a position in Chord Energy in Q3 2022 and has held it in 3 quarters since.
  • 431 funds tracked by Wall St. Rank held Chord Energy as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.