CFD
CHRD icon

Creative Financial Designs’s Chord Energy CHRD Stock Holding History

Creative Financial Designs’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
2023
Q1 		– Sell
-1
Closed -$137 – 1406
2022
Q4 		$137 Hold
1
– – ﹤0.01% 1279
2022
Q3 		$0 Buy
+1
New +$128 ﹤0.01% 1288
2020
Q4 		– Sell
-1,399
Closed – – 1231
2020
Q3 		$0 Hold
1,399
– – ﹤0.01% 1214
2020
Q2 		$1K Buy
+1,399
New +$905 ﹤0.01% 1084

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
NP
Ninepoint Partners Toronto, Ontario, Canada $1.31B AUM 46.75% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Creative Financial Designs's CHRD Position: Q1 2023 in Review

Creative Financial Designs sold out of Chord Energy (CHRD) in Q1 2023, closing a stake of 1 share — an estimated $137 sold.

Creative Financial Designs first reported a position in CHRD in Q2 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2020. 341 funds tracked by Wall St. Rank hold CHRD as of Q1 2023.

  • Creative Financial Designs reported no remaining Chord Energy position as of Q1 2023 after selling out during the quarter.
  • Creative Financial Designs sold 1 Chord Energy share in Q1 2023, an estimated $137.
  • Creative Financial Designs first reported a position in Chord Energy in Q2 2020 and held it in 4 quarters.
  • Creative Financial Designs's Chord Energy position peaked at $1K in Q2 2020.
  • 341 funds tracked by Wall St. Rank held Chord Energy as of Q1 2023.

Based on Creative Financial Designs's 13F filing for Q1 2023, filed 25 Apr 2023.