KFS
CHX

Kelly Financial Services’s ChampionX CHX Stock Holding History

Kelly Financial 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
Q3 		– Sell
-104
Closed -$3.45K – 221
2024
Q2 		$3.45K Sell
104
-1
-1% -$34 ﹤0.01% 533
2024
Q1 		$3.77K Hold
105
– – ﹤0.01% 525
2023
Q4 		$3.07K Hold
105
– – ﹤0.01% 533
2023
Q3 		$3.74K Hold
105
– – ﹤0.01% 484
2023
Q2 		$3.26K Hold
105
– – ﹤0.01% 498
2023
Q1 		$2.85K Hold
105
– – ﹤0.01% 488
2022
Q4 		$3.04K Hold
105
– – ﹤0.01% 460
2022
Q3 		$2.06K Buy
+105
New +$2.17K ﹤0.01% 502

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

Kelly Financial Services's CHX Position: Q3 2024 in Review

Kelly Financial Services sold out of ChampionX (CHX) in Q3 2024, closing a stake of 104 shares — an estimated $3.45K sold.

Kelly Financial Services first reported a position in CHX in Q3 2022 and held it in 8 quarters. The position peaked at $3.77K in Q1 2024. 417 funds tracked by Wall St. Rank hold CHX as of Q3 2024.

  • Kelly Financial Services reported no remaining ChampionX position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 104 ChampionX shares in Q3 2024, an estimated $3.45K.
  • Kelly Financial Services first reported a position in ChampionX in Q3 2022 and held it in 8 quarters.
  • Kelly Financial Services's ChampionX position peaked at $3.77K in Q1 2024.
  • 417 funds tracked by Wall St. Rank held ChampionX as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.