DWM
CHX

Dakota Wealth Management’s ChampionX CHX Stock Holding History

Dakota 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
Q1 		– Sell
-7,687
Closed -$225K – 731
2023
Q4 		$225K Sell
7,687
-50
-0.6% -$1.55K 0.01% 581
2023
Q3 		$276K Sell
7,737
-1,600
-17% -$56.9K 0.01% 508
2023
Q2 		$290K Buy
9,337
+402
+4% +$11.1K 0.01% 487
2023
Q1 		$242K Buy
8,935
+607
+7% +$18.1K 0.02% 523
2022
Q4 		$241K Buy
+8,328
New +$230K 0.02% 496

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dakota Wealth Management's CHX Position: Q1 2024 in Review

Dakota Wealth Management sold out of ChampionX (CHX) in Q1 2024, closing a stake of 7,687 shares — an estimated $225K sold.

Dakota Wealth Management first reported a position in CHX in Q4 2022 and held it in 5 quarters. The position peaked at $290K in Q2 2023. 400 funds tracked by Wall St. Rank hold CHX as of Q1 2024.

  • Dakota Wealth Management reported no remaining ChampionX position as of Q1 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 7,687 ChampionX shares in Q1 2024, an estimated $225K.
  • Dakota Wealth Management first reported a position in ChampionX in Q4 2022 and held it in 5 quarters.
  • Dakota Wealth Management's ChampionX position peaked at $290K in Q2 2023.
  • 400 funds tracked by Wall St. Rank held ChampionX as of Q1 2024.

Based on Dakota Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.