HIA
CHX

Harbor Investment Advisory’s ChampionX CHX Stock Holding History

Harbor Investment Advisory’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
-6
Closed -$199 – 1185
2024
Q2 		$199 Buy
+6
New +$205 ﹤0.01% 1183
2023
Q3 		– Sell
-3,095
Closed -$96.1K – 1214
2023
Q2 		$96.1K Buy
3,095
+93
+3% +$2.56K 0.01% 511
2023
Q1 		$81.4K Buy
+3,002
New +$89.7K 0.01% 559
2020
Q2 		– Sell
-543
Closed -$3K – 1167
2020
Q1 		$3K Buy
+543
New +$11.3K ﹤0.01% 892

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

Harbor Investment Advisory's CHX Position: Q3 2024 in Review

Harbor Investment Advisory sold out of ChampionX (CHX) in Q3 2024, closing a stake of 6 shares — an estimated $199 sold.

Harbor Investment Advisory first reported a position in CHX in Q1 2020 and held it in 4 quarters. The position peaked at $96.1K in Q2 2023. 417 funds tracked by Wall St. Rank hold CHX as of Q3 2024.

  • Harbor Investment Advisory reported no remaining ChampionX position as of Q3 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 6 ChampionX shares in Q3 2024, an estimated $199.
  • Harbor Investment Advisory first reported a position in ChampionX in Q1 2020 and held it in 4 quarters.
  • Harbor Investment Advisory's ChampionX position peaked at $96.1K in Q2 2023.
  • 417 funds tracked by Wall St. Rank held ChampionX as of Q3 2024.

Based on Harbor Investment Advisory's 13F filing for Q3 2024, filed 4 Oct 2024.