Carroll Financial Associates’s ChampionX CHX Stock Holding History

Carroll Financial Associates’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
2021 Q4	$8K	Hold	403	–	–	﹤0.01%	1213
2021 Q3	$9K	Hold	403	–	–	﹤0.01%	1243
2021 Q2	$10K	Hold	403	–	–	﹤0.01%	1280
2021 Q1	$8K	Hold	403	–	–	﹤0.01%	1262
2020 Q4	$6K	Hold	403	–	–	﹤0.01%	1219
2020 Q3	$3K	Sell	403 -183	-31%	-$1.76K	﹤0.01%	1263
2020 Q2	$5K	Hold	586	–	–	﹤0.01%	1184
2020 Q1	$3K	Hold	586	–	–	﹤0.01%	1221
2019 Q4	$19K	Hold	586	–	–	﹤0.01%	886
2019 Q3	$15K	Hold	586	–	–	﹤0.01%	889
2019 Q2	$19K	Buy	586 +28	+5%	+$1.02K	﹤0.01%	838
2019 Q1	$22K	Buy	558 +375	+205%	+$13.9K	﹤0.01%	722
2018 Q4	$5K	Sell	183 -95	-34%	-$3.49K	﹤0.01%	1018
2018 Q3	$12K	Buy	+278	New	+$11.7K	﹤0.01%	840

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Carroll Financial Associates's CHX Position: Q4 2021 in Review

Carroll Financial Associates held its ChampionX (CHX) position steady in Q4 2021 at 403 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Carroll Financial Associates first reported a position in CHX in Q3 2018 and has held it in 14 quarters since. The position peaked at $22K in Q1 2019. 320 funds tracked by Wall St. Rank hold CHX as of Q4 2021.

Carroll Financial Associates held 403 shares of ChampionX worth $8K as of Q4 2021.
Carroll Financial Associates left its ChampionX share count unchanged in Q4 2021.
ChampionX made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1213 holding.
Carroll Financial Associates first reported a position in ChampionX in Q3 2018 and has held it in 14 quarters since.
Carroll Financial Associates's ChampionX position peaked at $22K in Q1 2019.
320 funds tracked by Wall St. Rank held ChampionX as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.