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TFO Wealth Partners’s Chord Energy CHRD Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-2
Closed -$332 – 820
2023
Q4 		$332 Hold
2
– – ﹤0.01% 478
2023
Q3 		$308 Buy
+2
New +$314 ﹤0.01% 645

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TFO Wealth Partners's CHRD Position: Q1 2024 in Review

TFO Wealth Partners sold out of Chord Energy (CHRD) in Q1 2024, closing a stake of 2 shares — an estimated $332 sold.

TFO Wealth Partners first reported a position in CHRD in Q3 2023 and held it in 2 quarters. The position peaked at $332 in Q4 2023. 429 funds tracked by Wall St. Rank hold CHRD as of Q1 2024.

  • TFO Wealth Partners reported no remaining Chord Energy position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Chord Energy shares in Q1 2024, an estimated $332.
  • TFO Wealth Partners first reported a position in Chord Energy in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's Chord Energy position peaked at $332 in Q4 2023.
  • 429 funds tracked by Wall St. Rank held Chord Energy as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.