LWAM
CHX

Legacy Wealth Asset Management’s ChampionX CHX Stock Holding History

Legacy Wealth Asset 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
2025
Q1 		– Sell
-8,186
Closed -$223K – 345
2024
Q4 		$223K Sell
8,186
-376
-4% -$11.2K 0.06% 333
2024
Q3 		$258K Sell
8,562
-112
-1% -$3.54K 0.07% 320
2024
Q2 		$288K Sell
8,674
-8,499
-49% -$290K 0.08% 300
2024
Q1 		$616K Sell
17,173
-440
-2% -$13.2K 0.17% 186
2023
Q4 		$514K Buy
17,613
+347
+2% +$10.7K 0.17% 218
2023
Q3 		$615K Buy
17,266
+9,202
+114% +$327K 0.23% 147
2023
Q2 		$250K Sell
8,064
-231
-3% -$6.36K 0.09% 312
2023
Q1 		$225K Sell
8,295
-277
-3% -$8.28K 0.08% 322
2022
Q4 		$249K Buy
+8,572
New +$237K 0.09% 304
2022
Q2 		– Sell
-8,622
Closed -$211K – 326
2022
Q1 		$211K Buy
+8,622
New +$200K 0.08% 291

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Wealth Asset Management's CHX Position: Q1 2025 in Review

Legacy Wealth Asset Management sold out of ChampionX (CHX) in Q1 2025, closing a stake of 8,186 shares — an estimated $223K sold.

Legacy Wealth Asset Management first reported a position in CHX in Q1 2022 and held it in 10 quarters. The position peaked at $616K in Q1 2024. 416 funds tracked by Wall St. Rank hold CHX as of Q1 2025.

  • Legacy Wealth Asset Management reported no remaining ChampionX position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 8,186 ChampionX shares in Q1 2025, an estimated $223K.
  • Legacy Wealth Asset Management first reported a position in ChampionX in Q1 2022 and held it in 10 quarters.
  • Legacy Wealth Asset Management's ChampionX position peaked at $616K in Q1 2024.
  • 416 funds tracked by Wall St. Rank held ChampionX as of Q1 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.