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Money Concepts Capital’s Chord Energy CHRD Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-60
Closed -$8.21K – 877
2022
Q4 		$8.21K Buy
+60
New +$8.8K ﹤0.01% 2108
2022
Q2 		– Sell
-30
Closed -$4K – 1631
2022
Q1 		$4K Buy
+30
New +$4.15K ﹤0.01% 2257

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $1.31B AUM 46.75% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Money Concepts Capital's CHRD Position: Q1 2023 in Review

Money Concepts Capital sold out of Chord Energy (CHRD) in Q1 2023, closing a stake of 60 shares — an estimated $8.21K sold.

Money Concepts Capital first reported a position in CHRD in Q1 2022 and held it in 2 quarters. The position peaked at $8.21K in Q4 2022. 341 funds tracked by Wall St. Rank hold CHRD as of Q1 2023.

  • Money Concepts Capital reported no remaining Chord Energy position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 60 Chord Energy shares in Q1 2023, an estimated $8.21K.
  • Money Concepts Capital first reported a position in Chord Energy in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Chord Energy position peaked at $8.21K in Q4 2022.
  • 341 funds tracked by Wall St. Rank held Chord Energy as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.