First Capital Advisors Group’s Chord Energy CHRD Stock Holding History

First Capital Advisors Group’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 Q2	$5.84K	Buy	+38	New	+$5.51K	﹤0.01%	637
2018 Q2	–	Sell	-127	Closed	-$1K	–	271
2018 Q1	$1K	Buy	+127	New	+$1.07K	﹤0.01%	778

Other funds holding CHRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

First Capital Advisors Group's CHRD Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Chord Energy (CHRD) in Q2 2023: 38 shares worth $5.84K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in CHRD as recently as Q1 2018.

First Capital Advisors Group first reported a position in CHRD in Q1 2018 and has held it in 2 quarters since. 359 funds tracked by Wall St. Rank hold CHRD as of Q2 2023.

First Capital Advisors Group held 38 shares of Chord Energy worth $5.84K as of Q2 2023.
Chord Energy was a new First Capital Advisors Group position in Q2 2023.
Chord Energy made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #637 holding.
First Capital Advisors Group first reported a position in Chord Energy in Q1 2018 and has held it in 2 quarters since.
359 funds tracked by Wall St. Rank held Chord Energy as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.