EI
CHX

Ellevest Inc’s ChampionX CHX Stock Holding History

Ellevest Inc’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
-604
Closed -$16.4K – 589
2023
Q1 		$16.4K Sell
604
-10,813
-95% -$323K ﹤0.01% 898
2022
Q4 		$331K Buy
11,417
+1,605
+16% +$44.3K 0.03% 210
2022
Q3 		$192K Buy
9,812
+8,081
+467% +$167K 0.02% 279
2022
Q2 		$34K Buy
1,731
+1,188
+219% +$26.8K ﹤0.01% 647
2022
Q1 		$13K Buy
543
+198
+57% +$4.58K ﹤0.01% 823
2021
Q4 		$7K Buy
+345
New +$8.11K ﹤0.01% 920

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

Ellevest Inc's CHX Position: Q2 2023 in Review

Ellevest Inc sold out of ChampionX (CHX) in Q2 2023, closing a stake of 604 shares — an estimated $16.4K sold.

Ellevest Inc first reported a position in CHX in Q4 2021 and held it in 6 quarters. The position peaked at $331K in Q4 2022. 375 funds tracked by Wall St. Rank hold CHX as of Q2 2023.

  • Ellevest Inc reported no remaining ChampionX position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 604 ChampionX shares in Q2 2023, an estimated $16.4K.
  • Ellevest Inc first reported a position in ChampionX in Q4 2021 and held it in 6 quarters.
  • Ellevest Inc's ChampionX position peaked at $331K in Q4 2022.
  • 375 funds tracked by Wall St. Rank held ChampionX as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.