RWM
CHX

Ritholtz Wealth Management’s ChampionX CHX Stock Holding History

Ritholtz Wealth Management’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
-6,637
Closed -$220K – 873
2024
Q2 		$220K Sell
6,637
-3,439
-34% -$117K 0.01% 747
2024
Q1 		$362K Sell
10,076
-7,408
-42% -$222K 0.01% 593
2023
Q4 		$511K Sell
17,484
-4,498
-20% -$139K 0.02% 488
2023
Q3 		$783K Buy
+21,982
New +$781K 0.04% 343

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

Ritholtz Wealth Management's CHX Position: Q3 2024 in Review

Ritholtz Wealth Management sold out of ChampionX (CHX) in Q3 2024, closing a stake of 6,637 shares — an estimated $220K sold.

Ritholtz Wealth Management first reported a position in CHX in Q3 2023 and held it in 4 quarters. The position peaked at $783K in Q3 2023. 417 funds tracked by Wall St. Rank hold CHX as of Q3 2024.

  • Ritholtz Wealth Management reported no remaining ChampionX position as of Q3 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 6,637 ChampionX shares in Q3 2024, an estimated $220K.
  • Ritholtz Wealth Management first reported a position in ChampionX in Q3 2023 and held it in 4 quarters.
  • Ritholtz Wealth Management's ChampionX position peaked at $783K in Q3 2023.
  • 417 funds tracked by Wall St. Rank held ChampionX as of Q3 2024.

Based on Ritholtz Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.