Sutton Wealth Advisors’s Chord Energy CHRD Stock Holding History

Sutton Wealth 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	-4,919	Closed	-$16K	–	1214
2019 Q4	$16K	Buy	+4,919	New	+$14.1K	0.01%	683

Other funds holding CHRD

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Sutton Wealth Advisors's CHRD Position: Q1 2020 in Review

Sutton Wealth Advisors sold out of Chord Energy (CHRD) in Q1 2020, closing a stake of 4,919 shares — an estimated $16K sold.

Sutton Wealth Advisors first reported a position in CHRD in Q4 2019 and held it in 1 quarter. The position peaked at $16K in Q4 2019. 172 funds tracked by Wall St. Rank hold CHRD as of Q1 2020.

Sutton Wealth Advisors reported no remaining Chord Energy position as of Q1 2020 after selling out during the quarter.
Sutton Wealth Advisors sold 4,919 Chord Energy shares in Q1 2020, an estimated $16K.
Sutton Wealth Advisors first reported a position in Chord Energy in Q4 2019 and held it in 1 quarter.
Sutton Wealth Advisors's Chord Energy position peaked at $16K in Q4 2019.
172 funds tracked by Wall St. Rank held Chord Energy as of Q1 2020.

Based on Sutton Wealth Advisors's 13F filing for Q1 2020, filed 7 Nov 2023.