FCA
CHX

FinTrust Capital Advisors’s ChampionX CHX Stock Holding History

FinTrust Capital Advisors’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
Q3 		$8.12K Hold
269
– – ﹤0.01% 986
2024
Q2 		$8.95K Hold
269
– – ﹤0.01% 925
2024
Q1 		$9.67K Hold
269
– – ﹤0.01% 864
2023
Q4 		$7.87K Buy
269
+92
+52% +$2.85K ﹤0.01% 874
2023
Q3 		$6.32K Sell
177
-20
-10% -$711 ﹤0.01% 861
2023
Q2 		$5.71K Hold
197
– – ﹤0.01% 850
2023
Q1 		$5.71K Hold
197
– – ﹤0.01% 844
2022
Q4 		$5.71K Sell
197
-907
-82% -$25K ﹤0.01% 842
2022
Q3 		$25K Sell
1,104
-309
-22% -$6.37K 0.01% 672
2022
Q2 		$27K Buy
1,413
+253
+22% +$5.72K 0.01% 654
2022
Q1 		$28K Buy
1,160
+617
+114% +$14.3K 0.01% 671
2021
Q4 		$11K Sell
543
-362
-40% -$8.51K ﹤0.01% 893
2021
Q3 		$20K Buy
905
+35
+4% +$800 0.01% 742
2021
Q2 		$22K Buy
870
+487
+127% +$11.9K 0.01% 739
2021
Q1 		$8K Sell
383
-53
-12% -$1.03K ﹤0.01% 941
2020
Q4 		$7K Buy
436
+71
+19% +$789 ﹤0.01% 914
2020
Q3 		$3 Buy
365
+314
+616% +$3.03K ﹤0.01% 1014
2020
Q2 		$0 Sell
51
-104
-67% -$953 ﹤0.01% 1066
2020
Q1 		$1K Buy
155
+104
+204% +$2.16K ﹤0.01% 1054
2019
Q4 		$2K Sell
51
-153
-75% -$4.17K ﹤0.01% 982
2019
Q3 		$6K Buy
204
+28
+16% +$818 ﹤0.01% 833
2019
Q2 		$6K Hold
176
– – ﹤0.01% 797
2019
Q1 		$7K Hold
176
– – ﹤0.01% 851
2018
Q4 		$5K Buy
+176
New +$6.47K ﹤0.01% 918

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
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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

FinTrust Capital Advisors's CHX Position: Q3 2024 in Review

FinTrust Capital Advisors held its ChampionX (CHX) position steady in Q3 2024 at 269 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

FinTrust Capital Advisors first reported a position in CHX in Q4 2018 and has held it in 24 quarters since. The position peaked at $28K in Q1 2022. 417 funds tracked by Wall St. Rank hold CHX as of Q3 2024.

  • FinTrust Capital Advisors held 269 shares of ChampionX worth $8.12K as of Q3 2024.
  • FinTrust Capital Advisors left its ChampionX share count unchanged in Q3 2024.
  • ChampionX made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #986 holding.
  • FinTrust Capital Advisors first reported a position in ChampionX in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's ChampionX position peaked at $28K in Q1 2022.
  • 417 funds tracked by Wall St. Rank held ChampionX as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.