CSWM
CHX

Cassady Schiller Wealth Management’s ChampionX CHX Stock Holding History

Cassady Schiller 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
Q4 		$54 Buy
+2
New +$59 ﹤0.01% 1127

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

Cassady Schiller Wealth Management's CHX Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in ChampionX (CHX) in Q4 2024: 2 shares worth $54. The stake represents ﹤0.01% of the portfolio and ranks #1127 among its holdings.

417 funds tracked by Wall St. Rank hold CHX as of Q4 2024.

  • Cassady Schiller Wealth Management held 2 shares of ChampionX worth $54 as of Q4 2024.
  • ChampionX was a new Cassady Schiller Wealth Management position in Q4 2024.
  • ChampionX made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1127 holding.
  • 417 funds tracked by Wall St. Rank held ChampionX as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.