Moran Wealth Management’s Chord Energy CHRD Stock Holding History

Moran Wealth 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
2024 Q4	–	Sell	-36,518	Closed	-$4.76M	–	421
2024 Q3	$4.76M	Sell	36,518 -19,208	-34%	-$2.95M	0.15%	175
2024 Q2	$9.34M	Buy	55,726 +648	+1%	+$115K	0.31%	110
2024 Q1	$9.82M	Buy	55,078 +17,751	+48%	+$2.85M	0.32%	106
2023 Q4	$6.2M	Sell	37,327 -31	-0.1%	-$5.07K	0.22%	143
2023 Q3	$6.05M	Buy	37,358 +22,103	+145%	+$3.47M	0.23%	141
2023 Q2	$2.35M	Buy	15,255 +432	+3%	+$62.7K	0.09%	210
2023 Q1	$2M	Buy	14,823 +3,522	+31%	+$478K	0.08%	220
2022 Q4	$1.55M	Buy	+11,301	New	+$1.66M	0.06%	228

Other funds holding CHRD

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moran Wealth Management's CHRD Position: Q4 2024 in Review

Moran Wealth Management sold out of Chord Energy (CHRD) in Q4 2024, closing a stake of 36,518 shares — an estimated $4.76M sold.

Moran Wealth Management first reported a position in CHRD in Q4 2022 and held it in 8 quarters. The position peaked at $9.82M in Q1 2024. 466 funds tracked by Wall St. Rank hold CHRD as of Q4 2024.

Moran Wealth Management reported no remaining Chord Energy position as of Q4 2024 after selling out during the quarter.
Moran Wealth Management sold 36,518 Chord Energy shares in Q4 2024, an estimated $4.76M.
Moran Wealth Management first reported a position in Chord Energy in Q4 2022 and held it in 8 quarters.
Moran Wealth Management's Chord Energy position peaked at $9.82M in Q1 2024.
466 funds tracked by Wall St. Rank held Chord Energy as of Q4 2024.

Based on Moran Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.