EWM
CHRD icon

Executive Wealth Management’s Chord Energy CHRD Stock Holding History

Executive Wealth Management’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
2020
Q4 		– Sell
-17,273
Closed -$4K – 178
2020
Q3 		$4K Hold
17,273
– – ﹤0.01% 153
2020
Q2 		$12K Hold
17,273
– – ﹤0.01% 131
2020
Q1 		$6K Hold
17,273
– – ﹤0.01% 122
2019
Q4 		$56K Sell
17,273
-750
-4% -$2.15K 0.01% 146
2019
Q3 		$62K Sell
18,023
-8
-0% -$32 0.01% 131
2019
Q2 		$102K Hold
18,031
– – 0.01% 215
2019
Q1 		$109K Hold
18,031
– – 0.02% 189
2018
Q4 		$100K Buy
+18,031
New +$164K 0.02% 202

Other funds holding CHRD

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $128M AUM 7.56% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $6.95B AUM 15.85% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return