AWS
CHX

Atria Wealth Solutions’s ChampionX CHX Stock Holding History

Atria Wealth Solutions’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
2024
Q2 		– Sell
-9,766
Closed -$350K – 1951
2024
Q1 		$350K Sell
9,766
-499
-5% -$14.9K ﹤0.01% 1458
2023
Q4 		$300K Sell
10,265
-683
-6% -$21.1K ﹤0.01% 1502
2023
Q3 		$390K Buy
+10,948
New +$389K 0.01% 1258
2022
Q2 		– Sell
-20,793
Closed -$509K – 1670
2022
Q1 		$509K Buy
+20,793
New +$481K 0.01% 1058

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atria Wealth Solutions's CHX Position: Q2 2024 in Review

Atria Wealth Solutions sold out of ChampionX (CHX) in Q2 2024, closing a stake of 9,766 shares — an estimated $350K sold.

Atria Wealth Solutions first reported a position in CHX in Q1 2022 and held it in 4 quarters. The position peaked at $509K in Q1 2022. 431 funds tracked by Wall St. Rank hold CHX as of Q2 2024.

  • Atria Wealth Solutions reported no remaining ChampionX position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,766 ChampionX shares in Q2 2024, an estimated $350K.
  • Atria Wealth Solutions first reported a position in ChampionX in Q1 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's ChampionX position peaked at $509K in Q1 2022.
  • 431 funds tracked by Wall St. Rank held ChampionX as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.