MIA
CHX

Milestone Investment Advisors’s ChampionX CHX Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-35
Closed -$1.25K – 184
2023
Q3 		$1.25K Buy
+35
New +$1.24K ﹤0.01% 416
2023
Q2 		– Sell
-35
Closed -$950 – 179
2023
Q1 		$950 Buy
+35
New +$1.05K ﹤0.01% 427

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

Milestone Investment Advisors's CHX Position: Q4 2023 in Review

Milestone Investment Advisors sold out of ChampionX (CHX) in Q4 2023, closing a stake of 35 shares — an estimated $1.25K sold.

Milestone Investment Advisors first reported a position in CHX in Q1 2023 and held it in 2 quarters. The position peaked at $1.25K in Q3 2023. 406 funds tracked by Wall St. Rank hold CHX as of Q4 2023.

  • Milestone Investment Advisors reported no remaining ChampionX position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 35 ChampionX shares in Q4 2023, an estimated $1.25K.
  • Milestone Investment Advisors first reported a position in ChampionX in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's ChampionX position peaked at $1.25K in Q3 2023.
  • 406 funds tracked by Wall St. Rank held ChampionX as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.