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Insight Wealth Strategies’s Chord Energy CHRD Stock Holding History

Insight Wealth Strategies’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
2024
Q4 		– Sell
-12,347
Closed -$1.61M – 156
2024
Q3 		$1.61M Buy
12,347
+583
+5% +$89.4K 0.21% 106
2024
Q2 		$1.97M Buy
11,764
+273
+2% +$48.4K 0.28% 93
2024
Q1 		$2.05M Buy
11,491
+231
+2% +$37.1K 0.3% 89
2023
Q4 		$1.87M Buy
11,260
+524
+5% +$85.7K 0.3% 78
2023
Q3 		$1.74M Buy
10,736
+4,290
+67% +$673K 0.34% 61
2023
Q2 		$991K Buy
6,446
+95
+1% +$13.8K 0.19% 92
2023
Q1 		$855K Sell
6,351
-38
-0.6% -$5.16K 0.17% 96
2022
Q4 		$874K Buy
6,389
+684
+12% +$100K 0.17% 96
2022
Q3 		$694K Hold
5,705
– – 0.13% 105
2022
Q2 		$694K Buy
5,705
+458
+9% +$67.1K 0.13% 105
2022
Q1 		$768K Buy
+5,247
New +$726K 0.11% 115

Other funds holding CHRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Insight Wealth Strategies's CHRD Position: Q4 2024 in Review

Insight Wealth Strategies sold out of Chord Energy (CHRD) in Q4 2024, closing a stake of 12,347 shares — an estimated $1.61M sold.

Insight Wealth Strategies first reported a position in CHRD in Q1 2022 and held it in 11 quarters. The position peaked at $2.05M in Q1 2024. 466 funds tracked by Wall St. Rank hold CHRD as of Q4 2024.

  • Insight Wealth Strategies reported no remaining Chord Energy position as of Q4 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 12,347 Chord Energy shares in Q4 2024, an estimated $1.61M.
  • Insight Wealth Strategies first reported a position in Chord Energy in Q1 2022 and held it in 11 quarters.
  • Insight Wealth Strategies's Chord Energy position peaked at $2.05M in Q1 2024.
  • 466 funds tracked by Wall St. Rank held Chord Energy as of Q4 2024.

Based on Insight Wealth Strategies's 13F filing for Q4 2024, filed 6 Jan 2025.