Kalos Management’s Chord Energy CHRD Stock Holding History

Kalos 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
2023 Q2	–	Sell	-33	Closed	-$4.44K	–	166
2023 Q1	$4.44K	Buy	+33	New	+$4.48K	0.01%	285

Other funds holding CHRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Kalos Management's CHRD Position: Q2 2023 in Review

Kalos Management sold out of Chord Energy (CHRD) in Q2 2023, closing a stake of 33 shares — an estimated $4.44K sold.

Kalos Management first reported a position in CHRD in Q1 2023 and held it in 1 quarter. The position peaked at $4.44K in Q1 2023. 359 funds tracked by Wall St. Rank hold CHRD as of Q2 2023.

Kalos Management reported no remaining Chord Energy position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 33 Chord Energy shares in Q2 2023, an estimated $4.44K.
Kalos Management first reported a position in Chord Energy in Q1 2023 and held it in 1 quarter.
Kalos Management's Chord Energy position peaked at $4.44K in Q1 2023.
359 funds tracked by Wall St. Rank held Chord Energy as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.