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SYSTM Wealth Solutions’s Chord Energy CHRD Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-5,334
Closed -$951K – 724
2024
Q1 		$951K Sell
5,334
-97
-2% -$15.6K 0.12% 207
2023
Q4 		$903K Buy
5,431
+358
+7% +$58.5K 0.13% 209
2023
Q3 		$822K Sell
5,073
-399
-7% -$62.6K 0.13% 211
2023
Q2 		$842K Sell
5,472
-76
-1% -$11K 0.11% 234
2023
Q1 		$747K Buy
5,548
+2
+0% +$272 0.12% 219
2022
Q4 		$759K Buy
+5,546
New +$813K 0.09% 267

Other funds holding CHRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

SYSTM Wealth Solutions's CHRD Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Chord Energy (CHRD) in Q2 2024, closing a stake of 5,334 shares — an estimated $951K sold.

SYSTM Wealth Solutions first reported a position in CHRD in Q4 2022 and held it in 6 quarters. The position peaked at $951K in Q1 2024. 534 funds tracked by Wall St. Rank hold CHRD as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Chord Energy position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 5,334 Chord Energy shares in Q2 2024, an estimated $951K.
  • SYSTM Wealth Solutions first reported a position in Chord Energy in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Chord Energy position peaked at $951K in Q1 2024.
  • 534 funds tracked by Wall St. Rank held Chord Energy as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.