LFA
CHX

LGT Financial Advisors’s ChampionX CHX Stock Holding History

LGT Financial Advisors’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
-155
Closed -$4.67K – 725
2024
Q3 		$4.67K Sell
155
-113
-42% -$3.57K 0.01% 547
2024
Q2 		$8.9K Buy
268
+113
+73% +$3.85K 0.02% 500
2024
Q1 		$5.56K Hold
155
– – 0.01% 605
2023
Q4 		$4.53K Sell
155
-83
-35% -$2.57K 0.01% 654
2023
Q3 		$8.48K Buy
+238
New +$8.46K 0.01% 510

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

LGT Financial Advisors's CHX Position: Q4 2024 in Review

LGT Financial Advisors sold out of ChampionX (CHX) in Q4 2024, closing a stake of 155 shares — an estimated $4.67K sold.

LGT Financial Advisors first reported a position in CHX in Q3 2023 and held it in 5 quarters. The position peaked at $8.9K in Q2 2024. 417 funds tracked by Wall St. Rank hold CHX as of Q4 2024.

  • LGT Financial Advisors reported no remaining ChampionX position as of Q4 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 155 ChampionX shares in Q4 2024, an estimated $4.67K.
  • LGT Financial Advisors first reported a position in ChampionX in Q3 2023 and held it in 5 quarters.
  • LGT Financial Advisors's ChampionX position peaked at $8.9K in Q2 2024.
  • 417 funds tracked by Wall St. Rank held ChampionX as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.