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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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return