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Wealthspire Advisors (Maryland)’s Chord Energy CHRD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,348
Closed -$8K – 740
2019
Q1 		$8K Buy
1,348
+1,051
+354% +$6.3K ﹤0.01% 1613
2018
Q4 		$2K Sell
297
-1,356
-82% -$12.3K ﹤0.01% 2066
2018
Q3 		$23K Sell
1,653
-803
-33% -$10.2K ﹤0.01% 1245
2018
Q2 		$32K Sell
2,456
-848
-26% -$9.66K ﹤0.01% 1118
2018
Q1 		$27K Buy
3,304
+478
+17% +$4.04K ﹤0.01% 1192
2017
Q4 		$24K Buy
2,826
+1,408
+99% +$13K ﹤0.01% 1266
2017
Q3 		$13K Sell
1,418
-413
-23% -$3.24K ﹤0.01% 1467
2017
Q2 		$15K Sell
1,831
-3,357
-65% -$36.7K ﹤0.01% 1361
2017
Q1 		$74K Buy
5,188
+416
+9% +$5.86K 0.01% 685
2016
Q4 		$72K Buy
4,772
+861
+22% +$11.2K 0.01% 676
2016
Q3 		$45K Buy
+3,911
New +$35.7K 0.01% 808

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
Dimensional Fund Advisors
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PBRA
Pine Brook Road Advisors Bedford, New York $140M AUM 46.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CHRD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Chord Energy (CHRD) in Q2 2019, closing a stake of 1,348 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in CHRD in Q3 2016 and held it in 11 quarters. The position peaked at $74K in Q1 2017. 232 funds tracked by Wall St. Rank hold CHRD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Chord Energy position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,348 Chord Energy shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Chord Energy in Q3 2016 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s Chord Energy position peaked at $74K in Q1 2017.
  • 232 funds tracked by Wall St. Rank held Chord Energy as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.