Planned Solutions’s Chord Energy CHRD Stock Holding History

Planned Solutions’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	-27	Closed	-$3.52K	–	197
2024 Q3	$3.52K	Buy	+27	New	+$4.14K	﹤0.01%	520

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

Planned Solutions's CHRD Position: Q4 2024 in Review

Planned Solutions sold out of Chord Energy (CHRD) in Q4 2024, closing a stake of 27 shares — an estimated $3.52K sold.

Planned Solutions first reported a position in CHRD in Q3 2024 and held it in 1 quarter. The position peaked at $3.52K in Q3 2024. 466 funds tracked by Wall St. Rank hold CHRD as of Q4 2024.

Planned Solutions reported no remaining Chord Energy position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 27 Chord Energy shares in Q4 2024, an estimated $3.52K.
Planned Solutions first reported a position in Chord Energy in Q3 2024 and held it in 1 quarter.
Planned Solutions's Chord Energy position peaked at $3.52K in Q3 2024.
466 funds tracked by Wall St. Rank held Chord Energy as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.