BAM
CHX

Belpointe Asset Management’s ChampionX CHX Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-4,572
Closed -$124K – 1054
2023
Q1 		$124K Buy
4,572
+3,642
+392% +$109K 0.01% 1188
2022
Q4 		$27K Buy
+930
New +$25.7K ﹤0.01% 1980

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Belpointe Asset Management's CHX Position: Q2 2023 in Review

Belpointe Asset Management sold out of ChampionX (CHX) in Q2 2023, closing a stake of 4,572 shares — an estimated $124K sold.

Belpointe Asset Management first reported a position in CHX in Q4 2022 and held it in 2 quarters. The position peaked at $124K in Q1 2023. 375 funds tracked by Wall St. Rank hold CHX as of Q2 2023.

  • Belpointe Asset Management reported no remaining ChampionX position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 4,572 ChampionX shares in Q2 2023, an estimated $124K.
  • Belpointe Asset Management first reported a position in ChampionX in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's ChampionX position peaked at $124K in Q1 2023.
  • 375 funds tracked by Wall St. Rank held ChampionX as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.