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Gladstone Institutional Advisory’s Chord Energy CHRD Stock Holding History

Gladstone Institutional Advisory’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
Q4 		– Sell
-1,473
Closed -$239K – 671
2023
Q3 		$239K Buy
+1,473
New +$231K 0.02% 543

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gladstone Institutional Advisory's CHRD Position: Q4 2023 in Review

Gladstone Institutional Advisory sold out of Chord Energy (CHRD) in Q4 2023, closing a stake of 1,473 shares — an estimated $239K sold.

Gladstone Institutional Advisory first reported a position in CHRD in Q3 2023 and held it in 1 quarter. The position peaked at $239K in Q3 2023. 387 funds tracked by Wall St. Rank hold CHRD as of Q4 2023.

  • Gladstone Institutional Advisory reported no remaining Chord Energy position as of Q4 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,473 Chord Energy shares in Q4 2023, an estimated $239K.
  • Gladstone Institutional Advisory first reported a position in Chord Energy in Q3 2023 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Chord Energy position peaked at $239K in Q3 2023.
  • 387 funds tracked by Wall St. Rank held Chord Energy as of Q4 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2023, filed 9 Feb 2024.