AWM
CHX

Alterna Wealth Management’s ChampionX CHX Stock Holding History

Alterna Wealth Management’s Portfolio CHX Stock Details CHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,136
Closed -$253K – 81
2023
Q2 		$253K Buy
+8,136
New +$224K 0.29% 75

Other funds holding CHX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alterna Wealth Management's CHX Position: Q3 2023 in Review

Alterna Wealth Management sold out of ChampionX (CHX) in Q3 2023, closing a stake of 8,136 shares — an estimated $253K sold.

Alterna Wealth Management first reported a position in CHX in Q2 2023 and held it in 1 quarter. The position peaked at $253K in Q2 2023. 416 funds tracked by Wall St. Rank hold CHX as of Q3 2023.

  • Alterna Wealth Management reported no remaining ChampionX position as of Q3 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 8,136 ChampionX shares in Q3 2023, an estimated $253K.
  • Alterna Wealth Management first reported a position in ChampionX in Q2 2023 and held it in 1 quarter.
  • Alterna Wealth Management's ChampionX position peaked at $253K in Q2 2023.
  • 416 funds tracked by Wall St. Rank held ChampionX as of Q3 2023.

Based on Alterna Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.