FFM
CHX

Forum Financial Management’s ChampionX CHX Stock Holding History

Forum Financial 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
-5,779
Closed -$207K – 733
2024
Q1 		$207K Buy
+5,779
New +$173K ﹤0.01% 690
2023
Q4 		– Sell
-5,779
Closed -$206K – 692
2023
Q3 		$206K Buy
+5,779
New +$205K ﹤0.01% 584

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
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

Forum Financial Management's CHX Position: Q2 2024 in Review

Forum Financial Management sold out of ChampionX (CHX) in Q2 2024, closing a stake of 5,779 shares — an estimated $207K sold.

Forum Financial Management first reported a position in CHX in Q3 2023 and held it in 2 quarters. The position peaked at $207K in Q1 2024. 431 funds tracked by Wall St. Rank hold CHX as of Q2 2024.

  • Forum Financial Management reported no remaining ChampionX position as of Q2 2024 after selling out during the quarter.
  • Forum Financial Management sold 5,779 ChampionX shares in Q2 2024, an estimated $207K.
  • Forum Financial Management first reported a position in ChampionX in Q3 2023 and held it in 2 quarters.
  • Forum Financial Management's ChampionX position peaked at $207K in Q1 2024.
  • 431 funds tracked by Wall St. Rank held ChampionX as of Q2 2024.

Based on Forum Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.