Ballentine Partners’s ChampionX CHX Stock Holding History

Ballentine 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 Q2	–	Sell	-5,640	Closed	-$202K	–	768
2024 Q1	$202K	Buy	+5,640	New	+$169K	﹤0.01%	675

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ballentine Partners's CHX Position: Q2 2024 in Review

Ballentine Partners sold out of ChampionX (CHX) in Q2 2024, closing a stake of 5,640 shares — an estimated $202K sold.

Ballentine Partners first reported a position in CHX in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 431 funds tracked by Wall St. Rank hold CHX as of Q2 2024.

Ballentine Partners reported no remaining ChampionX position as of Q2 2024 after selling out during the quarter.
Ballentine Partners sold 5,640 ChampionX shares in Q2 2024, an estimated $202K.
Ballentine Partners first reported a position in ChampionX in Q1 2024 and held it in 1 quarter.
Ballentine Partners's ChampionX position peaked at $202K in Q1 2024.
431 funds tracked by Wall St. Rank held ChampionX as of Q2 2024.

Based on Ballentine Partners's 13F filing for Q2 2024, filed 6 Aug 2024.