SWM
CHRD icon

Segment Wealth Management’s Chord Energy CHRD Stock Holding History

Segment Wealth Management’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
Q3 		– Sell
-1,372
Closed -$230K – 264
2024
Q2 		$230K Buy
+1,372
New +$243K 0.02% 242
2017
Q1 		– Sell
-13,700
Closed -$207K – 181
2016
Q4 		$207K Buy
+13,700
New +$177K 0.08% 164
2015
Q4 		– Sell
-19,961
Closed -$173K – 160
2015
Q3 		$173K Buy
19,961
+361
+2% +$3.78K 0.07% 159
2015
Q2 		$311K Buy
19,600
+1,600
+9% +$26.9K 0.11% 129
2015
Q1 		$256K Buy
+18,000
New +$264K 0.09% 149

Other funds holding CHRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $34.9B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return