LAS
CHX

Lloyd Advisory Services’s ChampionX CHX Stock Holding History

Lloyd 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
2023
Q4 		– Sell
-20,524
Closed -$731K – 179
2023
Q3 		$731K Buy
+20,524
New +$729K 0.24% 97
2022
Q2 		– Sell
-105
Closed -$3K – 144
2022
Q1 		$3K Buy
+105
New +$2.43K ﹤0.01% 474

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

Lloyd Advisory Services's CHX Position: Q4 2023 in Review

Lloyd Advisory Services sold out of ChampionX (CHX) in Q4 2023, closing a stake of 20,524 shares — an estimated $731K sold.

Lloyd Advisory Services first reported a position in CHX in Q1 2022 and held it in 2 quarters. The position peaked at $731K in Q3 2023. 406 funds tracked by Wall St. Rank hold CHX as of Q4 2023.

  • Lloyd Advisory Services reported no remaining ChampionX position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 20,524 ChampionX shares in Q4 2023, an estimated $731K.
  • Lloyd Advisory Services first reported a position in ChampionX in Q1 2022 and held it in 2 quarters.
  • Lloyd Advisory Services's ChampionX position peaked at $731K in Q3 2023.
  • 406 funds tracked by Wall St. Rank held ChampionX as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.