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Wedbush Securities’s Chord Energy CHRD Stock Holding History

Wedbush Securities’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
Q3 		– Sell
-1,299
Closed -$218K – 1128
2024
Q2 		$218K Buy
1,299
+63
+5% +$11.2K 0.01% 1027
2024
Q1 		$220K Buy
+1,236
New +$199K 0.01% 1041
2023
Q4 		– Sell
-1,300
Closed -$211K – 1089
2023
Q3 		$211K Buy
+1,300
New +$204K 0.01% 893

Other funds holding CHRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wedbush Securities's CHRD Position: Q3 2024 in Review

Wedbush Securities sold out of Chord Energy (CHRD) in Q3 2024, closing a stake of 1,299 shares — an estimated $218K sold.

Wedbush Securities first reported a position in CHRD in Q3 2023 and held it in 3 quarters. The position peaked at $220K in Q1 2024. 495 funds tracked by Wall St. Rank hold CHRD as of Q3 2024.

  • Wedbush Securities reported no remaining Chord Energy position as of Q3 2024 after selling out during the quarter.
  • Wedbush Securities sold 1,299 Chord Energy shares in Q3 2024, an estimated $218K.
  • Wedbush Securities first reported a position in Chord Energy in Q3 2023 and held it in 3 quarters.
  • Wedbush Securities's Chord Energy position peaked at $220K in Q1 2024.
  • 495 funds tracked by Wall St. Rank held Chord Energy as of Q3 2024.

Based on Wedbush Securities's 13F filing for Q3 2024, filed 8 Nov 2024.