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Kelly Financial Services’s Chord Energy CHRD Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-1
Closed -$168 – 219
2024
Q2 		$168 Hold
1
– – ﹤0.01% 745
2024
Q1 		$178 Hold
1
– – ﹤0.01% 754
2023
Q4 		$166 Hold
1
– – ﹤0.01% 741
2023
Q3 		$162 Hold
1
– – ﹤0.01% 725
2023
Q2 		$154 Hold
1
– – ﹤0.01% 692
2023
Q1 		$135 Hold
1
– – ﹤0.01% 669
2022
Q4 		$137 Hold
1
– – ﹤0.01% 651
2022
Q3 		$137 Buy
+1
New +$128 ﹤0.01% 663

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kelly Financial Services's CHRD Position: Q3 2024 in Review

Kelly Financial Services sold out of Chord Energy (CHRD) in Q3 2024, closing a stake of 1 share — an estimated $168 sold.

Kelly Financial Services first reported a position in CHRD in Q3 2022 and held it in 8 quarters. The position peaked at $178 in Q1 2024. 495 funds tracked by Wall St. Rank hold CHRD as of Q3 2024.

  • Kelly Financial Services reported no remaining Chord Energy position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 1 Chord Energy share in Q3 2024, an estimated $168.
  • Kelly Financial Services first reported a position in Chord Energy in Q3 2022 and held it in 8 quarters.
  • Kelly Financial Services's Chord Energy position peaked at $178 in Q1 2024.
  • 495 funds tracked by Wall St. Rank held Chord Energy as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.