FGAM
CHRD icon

Financial Gravity Asset Management’s Chord Energy CHRD Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-1
Closed -$247 – 1624
2024
Q1 		$247 Buy
+1
New +$161 ﹤0.01% 1575
2023
Q4 		– Hold
0
– – – 1398
2023
Q3 		– Sell
-154
Closed -$1.93K – 1331
2023
Q2 		$1.93K Buy
154
+19
+14% +$2.76K 0.01% 648
2023
Q1 		$4 Sell
135
-2
-1% -$272 ﹤0.01% 935
2022
Q4 		$1.43K Buy
+137
New +$20.1K 0.01% 595
2020
Q2 		– Hold
0
– – – 158
2020
Q1 		– Hold
0
– – – 1151
2019
Q4 		– Hold
0
– – – 1306
2019
Q3 		– Hold
0
– – – 1231
2019
Q2 		– Hold
0
– – – 1280
2019
Q1 		– Hold
0
– – – 1341
2018
Q3 		– Hold
0
– – – 1414
2018
Q2 		– Hold
0
– – – 1428
2018
Q1 		– Hold
0
– – – 1397

Other funds holding CHRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return