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Raymond James Financial Services Advisors’s Chord Energy CHRD Stock Holding History

Raymond James Financial Services 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
2016
Q4 		– Sell
-26,000
Closed -$29K – 2356
2016
Q3 		$29K Buy
+26,000
New +$238K ﹤0.01% 2229

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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial Services Advisors's CHRD Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Chord Energy (CHRD) stake by 3.5% in Q3 2024, buying an estimated $31K and bringing the position to 5,931 shares worth $772K. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

Raymond James Financial Services Advisors first reported a position in CHRD in Q4 2015 and has held it in 28 quarters since. The position peaked at $17.6M in Q1 2017. 496 funds tracked by Wall St. Rank hold CHRD as of Q3 2024.

  • Raymond James Financial Services Advisors held 5,931 shares of Chord Energy worth $772K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 202 Chord Energy shares in Q3 2024, an estimated $31K.
  • Chord Energy made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2337 holding.
  • Raymond James Financial Services Advisors first reported a position in Chord Energy in Q4 2015 and has held it in 28 quarters since.
  • Raymond James Financial Services Advisors's Chord Energy position peaked at $17.6M in Q1 2017.
  • 496 funds tracked by Wall St. Rank held Chord Energy as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.