Pathstone Family Office’s ChampionX CHX Stock Holding History

Pathstone Family Office’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 Q3	$375K	Buy	+10,525	New	+$374K	﹤0.01%	1185
2023 Q1	–	Sell	-8,217	Closed	-$248K	–	1268
2022 Q4	$248K	Buy	+8,217	New	+$227K	﹤0.01%	1306
2021 Q1	–	Sell	-27	Closed	–	–	787
2020 Q4	$0	Hold	27	–	–	﹤0.01%	1177
2020 Q3	$0	Hold	27	–	–	﹤0.01%	820
2020 Q2	$0	Hold	27	–	–	﹤0.01%	751
2020 Q1	$0	Buy	+27	New	+$561	﹤0.01%	769
2019 Q4	–	Sell	-36	Closed	–	–	457
2019 Q3	$0	Hold	36	–	–	﹤0.01%	626
2019 Q2	$0	Hold	36	–	–	﹤0.01%	681
2019 Q1	$0	Buy	+36	New	+$1.33K	﹤0.01%	895

Other funds holding CHX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Family Office's CHX Position: Q3 2023 in Review

Pathstone Family Office opened a new position in ChampionX (CHX) in Q3 2023: 10,525 shares worth $375K. The stake represents ﹤0.01% of the portfolio and ranks #1185 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in CHX as recently as Q4 2022.

Pathstone Family Office first reported a position in CHX in Q1 2019 and has held it in 9 quarters since. 416 funds tracked by Wall St. Rank hold CHX as of Q3 2023.

Pathstone Family Office held 10,525 shares of ChampionX worth $375K as of Q3 2023.
ChampionX was a new Pathstone Family Office position in Q3 2023.
ChampionX made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1185 holding.
Pathstone Family Office first reported a position in ChampionX in Q1 2019 and has held it in 9 quarters since.
416 funds tracked by Wall St. Rank held ChampionX as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.