Howe & Rusling’s Chord Energy CHRD Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-38	Closed	-$5K	–	446
2022 Q3	$5K	Buy	+38	New	+$4.87K	﹤0.01%	649

Other funds holding CHRD

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Howe & Rusling's CHRD Position: Q4 2022 in Review

Howe & Rusling sold out of Chord Energy (CHRD) in Q4 2022, closing a stake of 38 shares — an estimated $5K sold.

Howe & Rusling first reported a position in CHRD in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 344 funds tracked by Wall St. Rank hold CHRD as of Q4 2022.

Howe & Rusling reported no remaining Chord Energy position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 38 Chord Energy shares in Q4 2022, an estimated $5K.
Howe & Rusling first reported a position in Chord Energy in Q3 2022 and held it in 1 quarter.
Howe & Rusling's Chord Energy position peaked at $5K in Q3 2022.
344 funds tracked by Wall St. Rank held Chord Energy as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.