MorganRosel Wealth Management’s Chord Energy CHRD Stock Holding History

MorganRosel 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
2023 Q1	–	Sell	-7,394	Closed	-$1.01M	–	91
2022 Q4	$1.01M	Sell	7,394 -699	-9%	-$102K	0.47%	40
2022 Q3	$1.11M	Sell	8,093 -74	-0.9%	-$9.49K	0.56%	32
2022 Q2	$994K	Buy	8,167 +148	+2%	+$21.7K	0.53%	33
2022 Q1	$1.17M	Buy	+8,019	New	+$1.11M	0.57%	30

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return

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

MorganRosel Wealth Management's CHRD Position: Q1 2023 in Review

MorganRosel Wealth Management sold out of Chord Energy (CHRD) in Q1 2023, closing a stake of 7,394 shares — an estimated $1.01M sold.

MorganRosel Wealth Management first reported a position in CHRD in Q1 2022 and held it in 4 quarters. The position peaked at $1.17M in Q1 2022. 342 funds tracked by Wall St. Rank hold CHRD as of Q1 2023.

MorganRosel Wealth Management reported no remaining Chord Energy position as of Q1 2023 after selling out during the quarter.
MorganRosel Wealth Management sold 7,394 Chord Energy shares in Q1 2023, an estimated $1.01M.
MorganRosel Wealth Management first reported a position in Chord Energy in Q1 2022 and held it in 4 quarters.
MorganRosel Wealth Management's Chord Energy position peaked at $1.17M in Q1 2022.
342 funds tracked by Wall St. Rank held Chord Energy as of Q1 2023.

Based on MorganRosel Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.