OWA
CHX

Opal Wealth Advisors’s ChampionX CHX Stock Holding History

Opal Wealth 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
Q3 		– Sell
-184
Closed -$6.11K – 370
2024
Q2 		$6.11K Buy
+184
New +$6.28K ﹤0.01% 762

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Opal Wealth Advisors's CHX Position: Q3 2024 in Review

Opal Wealth Advisors sold out of ChampionX (CHX) in Q3 2024, closing a stake of 184 shares — an estimated $6.11K sold.

Opal Wealth Advisors first reported a position in CHX in Q2 2024 and held it in 1 quarter. The position peaked at $6.11K in Q2 2024. 417 funds tracked by Wall St. Rank hold CHX as of Q3 2024.

  • Opal Wealth Advisors reported no remaining ChampionX position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 184 ChampionX shares in Q3 2024, an estimated $6.11K.
  • Opal Wealth Advisors first reported a position in ChampionX in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's ChampionX position peaked at $6.11K in Q2 2024.
  • 417 funds tracked by Wall St. Rank held ChampionX as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.