MYIA
CHX

Mount Yale Investment Advisors’s ChampionX CHX Stock Holding History

Mount Yale 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
2024
Q2 		– Sell
-26,667
Closed -$957K – 550
2024
Q1 		$957K Buy
26,667
+11,176
+72% +$334K 0.07% 228
2023
Q4 		$452K Sell
15,491
-12,850
-45% -$398K 0.04% 337
2023
Q3 		$1.01M Buy
28,341
+18,822
+198% +$669K 0.11% 183
2023
Q2 		$295K Buy
+9,519
New +$262K 0.03% 395
2018
Q4 		– Sell
-1,336
Closed -$54K – 401
2018
Q3 		$54K Buy
1,336
+198
+17% +$8.3K 0.01% 583
2018
Q2 		$48K Buy
+1,138
New +$46.6K 0.01% 634

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's CHX Position: Q2 2024 in Review

Mount Yale Investment Advisors sold out of ChampionX (CHX) in Q2 2024, closing a stake of 26,667 shares — an estimated $957K sold.

Mount Yale Investment Advisors first reported a position in CHX in Q2 2018 and held it in 6 quarters. The position peaked at $1.01M in Q3 2023. 432 funds tracked by Wall St. Rank hold CHX as of Q2 2024.

  • Mount Yale Investment Advisors reported no remaining ChampionX position as of Q2 2024 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 26,667 ChampionX shares in Q2 2024, an estimated $957K.
  • Mount Yale Investment Advisors first reported a position in ChampionX in Q2 2018 and held it in 6 quarters.
  • Mount Yale Investment Advisors's ChampionX position peaked at $1.01M in Q3 2023.
  • 432 funds tracked by Wall St. Rank held ChampionX as of Q2 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.