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New Wave Wealth Advisors’s Chord Energy CHRD Stock Holding History

New Wave Wealth Advisors’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
2025
Q1 		– Sell
-68
Closed -$7.95K – 221
2024
Q4 		$7.95K Buy
+68
New +$8.55K ﹤0.01% 376

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Sourcerock Group
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

New Wave Wealth Advisors's CHRD Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Chord Energy (CHRD) in Q1 2025, closing a stake of 68 shares — an estimated $7.95K sold.

New Wave Wealth Advisors first reported a position in CHRD in Q4 2024 and held it in 1 quarter. The position peaked at $7.95K in Q4 2024. 440 funds tracked by Wall St. Rank hold CHRD as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Chord Energy position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 68 Chord Energy shares in Q1 2025, an estimated $7.95K.
  • New Wave Wealth Advisors first reported a position in Chord Energy in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Chord Energy position peaked at $7.95K in Q4 2024.
  • 440 funds tracked by Wall St. Rank held Chord Energy as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.