KAS
CHX

Kestra Advisory Services’s ChampionX CHX Stock Holding History

Kestra Advisory 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
Q2 		– Sell
-7,653
Closed -$275K – 2625
2024
Q1 		$275K Sell
7,653
-557
-7% -$16.7K ﹤0.01% 2060
2023
Q4 		$240K Buy
8,210
+579
+8% +$17.9K ﹤0.01% 1996
2023
Q3 		$272K Buy
+7,631
New +$271K ﹤0.01% 1729
2023
Q1 		– Sell
-7,360
Closed -$213K – 2111
2022
Q4 		$213K Buy
+7,360
New +$203K ﹤0.01% 1979
2021
Q1 		– Sell
-21,090
Closed -$318K – 1881
2020
Q4 		$318K Buy
21,090
+3,938
+23% +$43.7K ﹤0.01% 1443
2020
Q3 		$137K Buy
+17,152
New +$165K ﹤0.01% 1345

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kestra Advisory Services's CHX Position: Q2 2024 in Review

Kestra Advisory Services sold out of ChampionX (CHX) in Q2 2024, closing a stake of 7,653 shares — an estimated $275K sold.

Kestra Advisory Services first reported a position in CHX in Q3 2020 and held it in 6 quarters. The position peaked at $318K in Q4 2020. 431 funds tracked by Wall St. Rank hold CHX as of Q2 2024.

  • Kestra Advisory Services reported no remaining ChampionX position as of Q2 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 7,653 ChampionX shares in Q2 2024, an estimated $275K.
  • Kestra Advisory Services first reported a position in ChampionX in Q3 2020 and held it in 6 quarters.
  • Kestra Advisory Services's ChampionX position peaked at $318K in Q4 2020.
  • 431 funds tracked by Wall St. Rank held ChampionX as of Q2 2024.

Based on Kestra Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.