PFW Advisors’s ChampionX CHX Stock Holding History

PFW 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	-7,112	Closed	-$253K	–	124
2023 Q3	$253K	Hold	7,112	–	–	0.09%	106
2023 Q2	$262K	Buy	+7,112	New	+$196K	0.09%	104

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

PFW Advisors's CHX Position: Q4 2023 in Review

PFW Advisors sold out of ChampionX (CHX) in Q4 2023, closing a stake of 7,112 shares — an estimated $253K sold.

PFW Advisors first reported a position in CHX in Q2 2023 and held it in 2 quarters. The position peaked at $262K in Q2 2023. 406 funds tracked by Wall St. Rank hold CHX as of Q4 2023.

PFW Advisors reported no remaining ChampionX position as of Q4 2023 after selling out during the quarter.
PFW Advisors sold 7,112 ChampionX shares in Q4 2023, an estimated $253K.
PFW Advisors first reported a position in ChampionX in Q2 2023 and held it in 2 quarters.
PFW Advisors's ChampionX position peaked at $262K in Q2 2023.
406 funds tracked by Wall St. Rank held ChampionX as of Q4 2023.

Based on PFW Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.