Milestone Wealth’s Chord Energy CHRD Stock Holding History

Milestone Wealth’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 Q2	–	Sell	-635	Closed	-$80K	–	230
2022 Q1	$80K	Hold	635	–	–	0.07%	97
2021 Q4	$80K	Buy	+635	New	+$75.5K	0.06%	97

Other funds holding CHRD

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

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

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

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

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

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

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

Condire Management Dallas, Texas $942M AUM 83.43% 1-Year Est. Return

Inscription Capital Houston, Texas $1.13B AUM 34.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Milestone Wealth's CHRD Position: Q2 2022 in Review

Milestone Wealth sold out of Chord Energy (CHRD) in Q2 2022, closing a stake of 635 shares — an estimated $80K sold.

Milestone Wealth first reported a position in CHRD in Q4 2021 and held it in 2 quarters. The position peaked at $80K in Q1 2022. 263 funds tracked by Wall St. Rank hold CHRD as of Q2 2022.

Milestone Wealth reported no remaining Chord Energy position as of Q2 2022 after selling out during the quarter.
Milestone Wealth sold 635 Chord Energy shares in Q2 2022, an estimated $80K.
Milestone Wealth first reported a position in Chord Energy in Q4 2021 and held it in 2 quarters.
Milestone Wealth's Chord Energy position peaked at $80K in Q1 2022.
263 funds tracked by Wall St. Rank held Chord Energy as of Q2 2022.

Based on Milestone Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.