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Cyndeo Wealth Partners’s Chord Energy CHRD Stock Holding History

Cyndeo Wealth Partners’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
Q4 		– Sell
-25,565
Closed -$4.14M – 368
2023
Q3 		$4.14M Buy
25,565
+939
+4% +$147K 0.43% 74
2023
Q2 		$3.79M Buy
+24,626
New +$3.57M 0.4% 85

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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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cyndeo Wealth Partners's CHRD Position: Q4 2023 in Review

Cyndeo Wealth Partners sold out of Chord Energy (CHRD) in Q4 2023, closing a stake of 25,565 shares — an estimated $4.14M sold.

Cyndeo Wealth Partners first reported a position in CHRD in Q2 2023 and held it in 2 quarters. The position peaked at $4.14M in Q3 2023. 387 funds tracked by Wall St. Rank hold CHRD as of Q4 2023.

  • Cyndeo Wealth Partners reported no remaining Chord Energy position as of Q4 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 25,565 Chord Energy shares in Q4 2023, an estimated $4.14M.
  • Cyndeo Wealth Partners first reported a position in Chord Energy in Q2 2023 and held it in 2 quarters.
  • Cyndeo Wealth Partners's Chord Energy position peaked at $4.14M in Q3 2023.
  • 387 funds tracked by Wall St. Rank held Chord Energy as of Q4 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2023, filed 12 Jan 2024.