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Steward Financial Group’s Chord Energy CHRD Stock Holding History

Steward Financial Group’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 		$4K Buy
+28
New +$4.39K ﹤0.01% 695
2022
Q3 		– Sell
-5
Closed – – 303
2022
Q2 		$0 Buy
+5
New +$732 ﹤0.01% 1025

Other funds holding CHRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Steward Financial Group's CHRD Position: Q3 2023 in Review

Steward Financial Group opened a new position in Chord Energy (CHRD) in Q3 2023: 28 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #695 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CHRD as recently as Q2 2022.

Steward Financial Group first reported a position in CHRD in Q2 2022 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold CHRD as of Q3 2023.

  • Steward Financial Group held 28 shares of Chord Energy worth $4K as of Q3 2023.
  • Chord Energy was a new Steward Financial Group position in Q3 2023.
  • Chord Energy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #695 holding.
  • Steward Financial Group first reported a position in Chord Energy in Q2 2022 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held Chord Energy as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.