FIM
CHX

Fernwood Investment Management’s ChampionX CHX Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-1,159
Closed -$41.6K – 278
2024
Q1 		$41.6K Buy
+1,159
New +$34.7K 0.01% 363

Other funds holding CHX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fernwood Investment Management's CHX Position: Q2 2024 in Review

Fernwood Investment Management sold out of ChampionX (CHX) in Q2 2024, closing a stake of 1,159 shares — an estimated $41.6K sold.

Fernwood Investment Management first reported a position in CHX in Q1 2024 and held it in 1 quarter. The position peaked at $41.6K in Q1 2024. 433 funds tracked by Wall St. Rank hold CHX as of Q2 2024.

  • Fernwood Investment Management reported no remaining ChampionX position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,159 ChampionX shares in Q2 2024, an estimated $41.6K.
  • Fernwood Investment Management first reported a position in ChampionX in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's ChampionX position peaked at $41.6K in Q1 2024.
  • 433 funds tracked by Wall St. Rank held ChampionX as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.