BTWM
CHX

Baker Tilly Wealth Management’s ChampionX CHX Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-15,753
Closed -$565K – 303
2024
Q1 		$565K Sell
15,753
-66
-0.4% -$1.97K 0.1% 224
2023
Q4 		$462K Sell
15,819
-213
-1% -$6.59K 0.08% 296
2023
Q3 		$571K Buy
+16,032
New +$570K 0.09% 226

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

Baker Tilly Wealth Management's CHX Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of ChampionX (CHX) in Q2 2024, closing a stake of 15,753 shares — an estimated $565K sold.

Baker Tilly Wealth Management first reported a position in CHX in Q3 2023 and held it in 3 quarters. The position peaked at $571K in Q3 2023. 431 funds tracked by Wall St. Rank hold CHX as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining ChampionX position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 15,753 ChampionX shares in Q2 2024, an estimated $565K.
  • Baker Tilly Wealth Management first reported a position in ChampionX in Q3 2023 and held it in 3 quarters.
  • Baker Tilly Wealth Management's ChampionX position peaked at $571K in Q3 2023.
  • 431 funds tracked by Wall St. Rank held ChampionX as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.