GWS
CHX

Glassman Wealth Services’s ChampionX CHX Stock Holding History

Glassman Wealth Services’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
-224
Closed -$6.54K – 516
2023
Q4 		$6.54K Sell
224
-80
-26% -$2.48K ﹤0.01% 1002
2023
Q3 		$10.8K Buy
304
+245
+415% +$8.71K ﹤0.01% 836
2023
Q2 		$1.83K Buy
+59
New +$1.63K ﹤0.01% 1281
2020
Q4 		– Sell
-16
Closed – – 1372
2020
Q3 		$0 Hold
16
– – ﹤0.01% 1340
2020
Q2 		$0 Sell
16
-51
-76% -$467 ﹤0.01% 1259
2020
Q1 		$0 Buy
67
+51
+319% +$1.06K ﹤0.01% 1181
2019
Q4 		$1K Hold
16
– – ﹤0.01% 874
2019
Q3 		$0 Sell
16
-3
-16% -$88 ﹤0.01% 1089
2019
Q2 		$1K Hold
19
– – ﹤0.01% 812
2019
Q1 		$1K Hold
19
– – ﹤0.01% 773
2018
Q4 		$1K Hold
19
– – ﹤0.01% 611
2018
Q3 		$1K Sell
19
-18
-49% -$755 ﹤0.01% 658
2018
Q2 		$2K Buy
+37
New +$1.51K ﹤0.01% 550

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

Glassman Wealth Services's CHX Position: Q1 2024 in Review

Glassman Wealth Services sold out of ChampionX (CHX) in Q1 2024, closing a stake of 224 shares — an estimated $6.54K sold.

Glassman Wealth Services first reported a position in CHX in Q2 2018 and held it in 13 quarters. The position peaked at $10.8K in Q3 2023. 400 funds tracked by Wall St. Rank hold CHX as of Q1 2024.

  • Glassman Wealth Services reported no remaining ChampionX position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 224 ChampionX shares in Q1 2024, an estimated $6.54K.
  • Glassman Wealth Services first reported a position in ChampionX in Q2 2018 and held it in 13 quarters.
  • Glassman Wealth Services's ChampionX position peaked at $10.8K in Q3 2023.
  • 400 funds tracked by Wall St. Rank held ChampionX as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.