HAG
CHX

HighPoint Advisor Group’s ChampionX CHX Stock Holding History

HighPoint Advisor Group’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
-6,028
Closed -$203K – 706
2024
Q2 		$203K Sell
6,028
-3,336
-36% -$114K 0.01% 576
2024
Q1 		$322K Sell
9,364
-115
-1% -$3.44K 0.02% 447
2023
Q4 		$325K Buy
+9,479
New +$293K 0.02% 451

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

HighPoint Advisor Group's CHX Position: Q3 2024 in Review

HighPoint Advisor Group sold out of ChampionX (CHX) in Q3 2024, closing a stake of 6,028 shares — an estimated $203K sold.

HighPoint Advisor Group first reported a position in CHX in Q4 2023 and held it in 3 quarters. The position peaked at $325K in Q4 2023. 417 funds tracked by Wall St. Rank hold CHX as of Q3 2024.

  • HighPoint Advisor Group reported no remaining ChampionX position as of Q3 2024 after selling out during the quarter.
  • HighPoint Advisor Group sold 6,028 ChampionX shares in Q3 2024, an estimated $203K.
  • HighPoint Advisor Group first reported a position in ChampionX in Q4 2023 and held it in 3 quarters.
  • HighPoint Advisor Group's ChampionX position peaked at $325K in Q4 2023.
  • 417 funds tracked by Wall St. Rank held ChampionX as of Q3 2024.

Based on HighPoint Advisor Group's 13F filing for Q3 2024, filed 4 Nov 2024.