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HFG Advisors’s Chord Energy CHRD Stock Holding History

HFG Advisors’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
-8,780
Closed -$1.42M – 105
2023
Q3 		$1.42M Buy
8,780
+315
+4% +$49.4K 1.56% 17
2023
Q2 		$1.3M Buy
8,465
+175
+2% +$25.4K 1.37% 21
2023
Q1 		$1.12M Hold
8,290
– – 1.27% 22
2022
Q4 		$1.13M Hold
8,290
– – 1.33% 21
2022
Q3 		$1.13M Buy
8,290
+1,925
+30% +$247K 1.57% 20
2022
Q2 		$774K Buy
6,365
+4,265
+203% +$625K 1.04% 27
2022
Q1 		$307K Buy
+2,100
New +$291K 0.35% 60

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

HFG Advisors's CHRD Position: Q4 2023 in Review

HFG Advisors sold out of Chord Energy (CHRD) in Q4 2023, closing a stake of 8,780 shares — an estimated $1.42M sold.

HFG Advisors first reported a position in CHRD in Q1 2022 and held it in 7 quarters. The position peaked at $1.42M in Q3 2023. 387 funds tracked by Wall St. Rank hold CHRD as of Q4 2023.

  • HFG Advisors reported no remaining Chord Energy position as of Q4 2023 after selling out during the quarter.
  • HFG Advisors sold 8,780 Chord Energy shares in Q4 2023, an estimated $1.42M.
  • HFG Advisors first reported a position in Chord Energy in Q1 2022 and held it in 7 quarters.
  • HFG Advisors's Chord Energy position peaked at $1.42M in Q3 2023.
  • 387 funds tracked by Wall St. Rank held Chord Energy as of Q4 2023.

Based on HFG Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.