BWP
CHX

Baldwin Wealth Partners’s ChampionX CHX Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-1,582
Closed -$47.7K – 369
2024
Q3 		$47.7K Sell
1,582
-350
-18% -$11.1K ﹤0.01% 561
2024
Q2 		$64.2K Hold
1,932
– – 0.01% 311
2024
Q1 		$69.3K Hold
1,932
– – 0.01% 317
2023
Q4 		$56.4K Hold
1,932
– – ﹤0.01% 364
2023
Q3 		$68.8K Sell
1,932
-450
-19% -$16K 0.01% 350
2023
Q2 		$73.9K Hold
2,382
– – 0.01% 356
2023
Q1 		$64.6K Hold
2,382
– – 0.01% 385
2022
Q4 		$69.1K Buy
2,382
+2,337
+5,193% +$64.5K 0.01% 367
2022
Q3 		$1K Hold
45
– – ﹤0.01% 635
2022
Q2 		$1K Hold
45
– – ﹤0.01% 665
2022
Q1 		$1K Hold
45
– – ﹤0.01% 651
2021
Q4 		$1K Hold
45
– – ﹤0.01% 614
2021
Q3 		$1K Hold
45
– – ﹤0.01% 626
2021
Q2 		$1K Hold
45
– – ﹤0.01% 637
2021
Q1 		$1K Hold
45
– – ﹤0.01% 605
2020
Q4 		$1K Hold
45
– – ﹤0.01% 536
2020
Q3 		$0 Hold
45
– – ﹤0.01% 535
2020
Q2 		$0 Hold
45
– – ﹤0.01% 532
2020
Q1 		$0 Hold
45
– – ﹤0.01% 549
2019
Q4 		$2K Hold
45
– – ﹤0.01% 514
2019
Q3 		$1K Hold
45
– – ﹤0.01% 505
2019
Q2 		$2K Hold
45
– – ﹤0.01% 494
2019
Q1 		$2K Hold
45
– – ﹤0.01% 491
2018
Q4 		$1K Hold
45
– – ﹤0.01% 491
2018
Q3 		$2K Hold
45
– – ﹤0.01% 503
2018
Q2 		$2K Buy
+45
New +$1.84K ﹤0.01% 494

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Baldwin Wealth Partners's CHX Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of ChampionX (CHX) in Q4 2024, closing a stake of 1,582 shares — an estimated $47.7K sold.

Baldwin Wealth Partners first reported a position in CHX in Q2 2018 and held it in 26 quarters. The position peaked at $73.9K in Q2 2023. 417 funds tracked by Wall St. Rank hold CHX as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining ChampionX position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,582 ChampionX shares in Q4 2024, an estimated $47.7K.
  • Baldwin Wealth Partners first reported a position in ChampionX in Q2 2018 and held it in 26 quarters.
  • Baldwin Wealth Partners's ChampionX position peaked at $73.9K in Q2 2023.
  • 417 funds tracked by Wall St. Rank held ChampionX as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.