FSWA
CLR

Financial Synergies Wealth Advisors’s CONTINENTAL RESOURCES INC. CLR Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio CLR Stock Details CLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-7,204
Closed -$274K – 68
2021
Q2 		$274K Buy
+7,204
New +$224K 0.04% 53

Other funds holding CLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Synergies Wealth Advisors's CLR Position: Q3 2021 in Review

Financial Synergies Wealth Advisors sold out of CONTINENTAL RESOURCES INC. (CLR) in Q3 2021, closing a stake of 7,204 shares — an estimated $274K sold.

Financial Synergies Wealth Advisors first reported a position in CLR in Q2 2021 and held it in 1 quarter. The position peaked at $274K in Q2 2021. 314 funds tracked by Wall St. Rank hold CLR as of Q3 2021.

  • Financial Synergies Wealth Advisors reported no remaining CONTINENTAL RESOURCES INC. position as of Q3 2021 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 7,204 CONTINENTAL RESOURCES INC. shares in Q3 2021, an estimated $274K.
  • Financial Synergies Wealth Advisors first reported a position in CONTINENTAL RESOURCES INC. in Q2 2021 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's CONTINENTAL RESOURCES INC. position peaked at $274K in Q2 2021.
  • 314 funds tracked by Wall St. Rank held CONTINENTAL RESOURCES INC. as of Q3 2021.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2021, filed 5 Apr 2024.