Safeguard Financial’s Chord Energy CHRD Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-24	Closed	-$3K	–	144
2023 Q2	$3K	Buy	+24	New	+$3.48K	﹤0.01%	436

Other funds holding CHRD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Safeguard Financial's CHRD Position: Q3 2023 in Review

Safeguard Financial sold out of Chord Energy (CHRD) in Q3 2023, closing a stake of 24 shares — an estimated $3K sold.

Safeguard Financial first reported a position in CHRD in Q2 2023 and held it in 1 quarter. The position peaked at $3K in Q2 2023. 372 funds tracked by Wall St. Rank hold CHRD as of Q3 2023.

Safeguard Financial reported no remaining Chord Energy position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 24 Chord Energy shares in Q3 2023, an estimated $3K.
Safeguard Financial first reported a position in Chord Energy in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Chord Energy position peaked at $3K in Q2 2023.
372 funds tracked by Wall St. Rank held Chord Energy as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.