Golden State Wealth Management’s Chord Energy CHRD Stock Holding History

Golden State 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	-12,645	Closed	-$4K	–	255
2020 Q3	$4K	Hold	12,645	–	–	﹤0.01%	419
2020 Q2	$9K	Hold	12,645	–	–	﹤0.01%	252
2020 Q1	$4K	Buy	+12,645	New	+$23.2K	﹤0.01%	763
2019 Q4	–	Sell	-13,845	Closed	-$48K	–	190
2019 Q3	$48K	Sell	13,845 -300	-2%	-$1.18K	0.02%	433
2019 Q2	$80K	Sell	14,145 -12,600	-47%	-$71.6K	0.03%	365
2019 Q1	$162K	Buy	+26,745	New	+$160K	0.05%	250

Other funds holding CHRD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Golden State Wealth Management's CHRD Position: Q4 2020 in Review

Golden State Wealth Management sold out of Chord Energy (CHRD) in Q4 2020, closing a stake of 12,645 shares — an estimated $4K sold.

Golden State Wealth Management first reported a position in CHRD in Q1 2019 and held it in 6 quarters. The position peaked at $162K in Q1 2019. 66 funds tracked by Wall St. Rank hold CHRD as of Q4 2020.

Golden State Wealth Management reported no remaining Chord Energy position as of Q4 2020 after selling out during the quarter.
Golden State Wealth Management sold 12,645 Chord Energy shares in Q4 2020, an estimated $4K.
Golden State Wealth Management first reported a position in Chord Energy in Q1 2019 and held it in 6 quarters.
Golden State Wealth Management's Chord Energy position peaked at $162K in Q1 2019.
66 funds tracked by Wall St. Rank held Chord Energy as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.