LNWWM
CHX

Laird Norton Wetherby Wealth Management’s ChampionX CHX Stock Holding History

Laird Norton Wetherby Wealth Management’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
2023
Q4 		– Sell
-5,809
Closed -$207K – 931
2023
Q3 		$207K Buy
+5,809
New +$206K 0.01% 811

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's CHX Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of ChampionX (CHX) in Q4 2023, closing a stake of 5,809 shares — an estimated $207K sold.

Laird Norton Wetherby Wealth Management first reported a position in CHX in Q3 2023 and held it in 1 quarter. The position peaked at $207K in Q3 2023. 406 funds tracked by Wall St. Rank hold CHX as of Q4 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining ChampionX position as of Q4 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 5,809 ChampionX shares in Q4 2023, an estimated $207K.
  • Laird Norton Wetherby Wealth Management first reported a position in ChampionX in Q3 2023 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's ChampionX position peaked at $207K in Q3 2023.
  • 406 funds tracked by Wall St. Rank held ChampionX as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.