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Evergreen Private Wealth’s Chord Energy CHRD Stock Holding History

Evergreen Private Wealth’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
-28
Closed -$3.65K – 201
2024
Q3 		$3.65K Sell
28
-2
-7% -$307 ﹤0.01% 179
2024
Q2 		$5.03K Buy
+30
New +$5.32K ﹤0.01% 178

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 $3.38T AUM 44.17% 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

Evergreen Private Wealth's CHRD Position: Q4 2024 in Review

Evergreen Private Wealth sold out of Chord Energy (CHRD) in Q4 2024, closing a stake of 28 shares — an estimated $3.65K sold.

Evergreen Private Wealth first reported a position in CHRD in Q2 2024 and held it in 2 quarters. The position peaked at $5.03K in Q2 2024. 466 funds tracked by Wall St. Rank hold CHRD as of Q4 2024.

  • Evergreen Private Wealth reported no remaining Chord Energy position as of Q4 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 28 Chord Energy shares in Q4 2024, an estimated $3.65K.
  • Evergreen Private Wealth first reported a position in Chord Energy in Q2 2024 and held it in 2 quarters.
  • Evergreen Private Wealth's Chord Energy position peaked at $5.03K in Q2 2024.
  • 466 funds tracked by Wall St. Rank held Chord Energy as of Q4 2024.

Based on Evergreen Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.