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Realta Investment Advisors’s Chord Energy CHRD Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-300
Closed -$1K – 474
2019
Q4 		$1K Hold
300
– – ﹤0.01% 1526
2019
Q3 		$1K Hold
300
– – ﹤0.01% 1541
2019
Q2 		$2K Sell
300
-4,200
-93% -$23.9K ﹤0.01% 1542
2019
Q1 		$27K Buy
+4,500
New +$27K 0.01% 687

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EECFV
EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Realta Investment Advisors's CHRD Position: Q1 2020 in Review

Realta Investment Advisors sold out of Chord Energy (CHRD) in Q1 2020, closing a stake of 300 shares — an estimated $1K sold.

Realta Investment Advisors first reported a position in CHRD in Q1 2019 and held it in 4 quarters. The position peaked at $27K in Q1 2019. 172 funds tracked by Wall St. Rank hold CHRD as of Q1 2020.

  • Realta Investment Advisors reported no remaining Chord Energy position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 300 Chord Energy shares in Q1 2020, an estimated $1K.
  • Realta Investment Advisors first reported a position in Chord Energy in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Chord Energy position peaked at $27K in Q1 2019.
  • 172 funds tracked by Wall St. Rank held Chord Energy as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.