GI
CHX

Gradient Investments’s ChampionX CHX Stock Holding History

Gradient Investments’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 		– Sell
-13
Closed -$432 – 467
2024
Q2 		$432 Hold
13
– – ﹤0.01% 1202
2024
Q1 		$467 Sell
13
-41
-76% -$1.23K ﹤0.01% 1027
2023
Q4 		$1.58K Hold
54
– – ﹤0.01% 1298
2023
Q3 		$1.92K Buy
54
+41
+315% +$1.46K ﹤0.01% 1189
2023
Q2 		$404 Sell
13
-1
-7% -$28 ﹤0.01% 1566
2023
Q1 		$380 Buy
14
+13
+1,300% +$388 ﹤0.01% 1313
2022
Q4 		$29 Hold
1
– – ﹤0.01% 1470
2022
Q3 		$0 Buy
+1
New +$21 ﹤0.01% 1363
2020
Q3 		– Sell
-344
Closed -$4K – 1145
2020
Q2 		$4K Buy
+344
New +$3.15K ﹤0.01% 765
2018
Q4 		– Sell
-27
Closed -$1K – 941
2018
Q3 		$1K Hold
27
– – ﹤0.01% 887
2018
Q2 		$1K Buy
+27
New +$1.1K ﹤0.01% 879

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

Gradient Investments's CHX Position: Q3 2024 in Review

Gradient Investments sold out of ChampionX (CHX) in Q3 2024, closing a stake of 13 shares — an estimated $432 sold.

Gradient Investments first reported a position in CHX in Q2 2018 and held it in 11 quarters. The position peaked at $4K in Q2 2020. 417 funds tracked by Wall St. Rank hold CHX as of Q3 2024.

  • Gradient Investments reported no remaining ChampionX position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 13 ChampionX shares in Q3 2024, an estimated $432.
  • Gradient Investments first reported a position in ChampionX in Q2 2018 and held it in 11 quarters.
  • Gradient Investments's ChampionX position peaked at $4K in Q2 2020.
  • 417 funds tracked by Wall St. Rank held ChampionX as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.