CWM
CHX

Connecticut Wealth Management’s ChampionX CHX Stock Holding History

Connecticut 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 		– Sell
-7,237
Closed -$218K – 273
2024
Q3 		$218K Sell
7,237
-1,275
-15% -$40.3K 0.01% 305
2024
Q2 		$283K Hold
8,512
– – 0.01% 273
2024
Q1 		$305K Hold
8,512
– – 0.02% 267
2023
Q4 		$249K Hold
8,512
– – 0.01% 285
2023
Q3 		$303K Hold
8,512
– – 0.02% 225
2023
Q2 		$264K Buy
8,512
+240
+3% +$6.61K 0.02% 220
2023
Q1 		$224K Hold
8,272
– – 0.02% 230
2022
Q4 		$240K Buy
+8,272
New +$228K 0.02% 178

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

Connecticut Wealth Management's CHX Position: Q4 2024 in Review

Connecticut Wealth Management sold out of ChampionX (CHX) in Q4 2024, closing a stake of 7,237 shares — an estimated $218K sold.

Connecticut Wealth Management first reported a position in CHX in Q4 2022 and held it in 8 quarters. The position peaked at $305K in Q1 2024. 417 funds tracked by Wall St. Rank hold CHX as of Q4 2024.

  • Connecticut Wealth Management reported no remaining ChampionX position as of Q4 2024 after selling out during the quarter.
  • Connecticut Wealth Management sold 7,237 ChampionX shares in Q4 2024, an estimated $218K.
  • Connecticut Wealth Management first reported a position in ChampionX in Q4 2022 and held it in 8 quarters.
  • Connecticut Wealth Management's ChampionX position peaked at $305K in Q1 2024.
  • 417 funds tracked by Wall St. Rank held ChampionX as of Q4 2024.

Based on Connecticut Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.