NewSquare Capital’s Chord Energy CHRD Stock Holding History

NewSquare 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
2025 Q3	–	Sell	-169	Closed	-$16.4K	–	373
2025 Q2	$16.4K	Buy	169 +98	+138%	+$9.33K	﹤0.01%	529
2025 Q1	$8K	Sell	71 -25	-26%	-$2.84K	﹤0.01%	595
2024 Q4	$11.2K	Buy	+96	New	+$12.1K	﹤0.01%	260
2020 Q2	–	Sell	-71	Closed	–	–	387
2020 Q1	$0	Hold	71	–	–	﹤0.01%	363
2019 Q4	$0	Buy	+71	New	+$203	﹤0.01%	316

Other funds holding CHRD

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return