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Prevail Innovative Wealth Advisors’s Chord Energy CHRD Stock Holding History

Prevail Innovative 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
2024
Q4 		– Sell
-36,393
Closed -$4.74M – 172
2024
Q3 		$4.74M Buy
+36,393
New +$5.58M 1.44% 15

Other funds holding CHRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prevail Innovative Wealth Advisors's CHRD Position: Q4 2024 in Review

Prevail Innovative Wealth Advisors sold out of Chord Energy (CHRD) in Q4 2024, closing a stake of 36,393 shares — an estimated $4.74M sold.

Prevail Innovative Wealth Advisors first reported a position in CHRD in Q3 2024 and held it in 1 quarter. The position peaked at $4.74M in Q3 2024. 464 funds tracked by Wall St. Rank hold CHRD as of Q4 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Chord Energy position as of Q4 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 36,393 Chord Energy shares in Q4 2024, an estimated $4.74M.
  • Prevail Innovative Wealth Advisors first reported a position in Chord Energy in Q3 2024 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Chord Energy position peaked at $4.74M in Q3 2024.
  • 464 funds tracked by Wall St. Rank held Chord Energy as of Q4 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.