IWC
CHX

Integrated Wealth Concepts’s ChampionX CHX Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-7,513
Closed -$226K – 1729
2024
Q3 		$226K Sell
7,513
-314
-4% -$9.92K ﹤0.01% 1501
2024
Q2 		$260K Sell
7,827
-2,173
-22% -$74.1K ﹤0.01% 1391
2024
Q1 		$359K Sell
10,000
-279
-3% -$8.34K 0.01% 1224
2023
Q4 		$300K Buy
10,279
+118
+1% +$3.65K ﹤0.01% 1267
2023
Q3 		$362K Sell
10,161
-233
-2% -$8.28K 0.01% 1137
2023
Q2 		$323K Buy
+10,394
New +$286K 0.01% 1193

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Integrated Wealth Concepts's CHX Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of ChampionX (CHX) in Q4 2024, closing a stake of 7,513 shares — an estimated $226K sold.

Integrated Wealth Concepts first reported a position in CHX in Q2 2023 and held it in 6 quarters. The position peaked at $362K in Q3 2023. 417 funds tracked by Wall St. Rank hold CHX as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining ChampionX position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 7,513 ChampionX shares in Q4 2024, an estimated $226K.
  • Integrated Wealth Concepts first reported a position in ChampionX in Q2 2023 and held it in 6 quarters.
  • Integrated Wealth Concepts's ChampionX position peaked at $362K in Q3 2023.
  • 417 funds tracked by Wall St. Rank held ChampionX as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.