Avior Wealth Management’s ChampionX CHX Stock Holding History

Avior 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
2025 Q1	–	Sell	-138	Closed	-$3.75K	–	1026
2024 Q4	$3.75K	Sell	138 -35	-20%	-$1.04K	﹤0.01%	1966
2024 Q3	$5.21K	Sell	173 -1,232	-88%	-$38.9K	﹤0.01%	1769
2024 Q2	$46.7K	Sell	1,405 -1,939	-58%	-$66.1K	﹤0.01%	1117
2024 Q1	$120K	Buy	+3,344	New	+$100K	0.01%	886
2023 Q2	–	Sell	-19	Closed	-$523	–	1582
2023 Q1	$521	Hold	19	–	–	﹤0.01%	1518
2022 Q4	$556	Hold	19	–	–	﹤0.01%	1171
2022 Q3	$0	Hold	19	–	–	﹤0.01%	1163
2022 Q2	$0	Hold	19	–	–	﹤0.01%	1077
2022 Q1	$0	Hold	19	–	–	﹤0.01%	1111
2021 Q4	$0	Hold	19	–	–	﹤0.01%	1101
2021 Q3	$0	Hold	19	–	–	﹤0.01%	1067
2021 Q2	$0	Hold	19	–	–	﹤0.01%	1040
2021 Q1	$0	Hold	19	–	–	﹤0.01%	1023
2020 Q4	$0	Sell	19 -28	-60%	-$311	﹤0.01%	985
2020 Q3	$0	Buy	47 +28	+147%	+$270	﹤0.01%	933
2020 Q2	$0	Buy	+19	New	+$174	﹤0.01%	904

Other funds holding CHX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avior Wealth Management's CHX Position: Q1 2025 in Review

Avior Wealth Management sold out of ChampionX (CHX) in Q1 2025, closing a stake of 138 shares — an estimated $3.75K sold.

Avior Wealth Management first reported a position in CHX in Q2 2020 and held it in 16 quarters. The position peaked at $120K in Q1 2024. 416 funds tracked by Wall St. Rank hold CHX as of Q1 2025.

Avior Wealth Management reported no remaining ChampionX position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 138 ChampionX shares in Q1 2025, an estimated $3.75K.
Avior Wealth Management first reported a position in ChampionX in Q2 2020 and held it in 16 quarters.
Avior Wealth Management's ChampionX position peaked at $120K in Q1 2024.
416 funds tracked by Wall St. Rank held ChampionX as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.