SSWM
CHX

Sheets Smith Wealth Management’s ChampionX CHX Stock Holding History

Sheets Smith 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
2023
Q4 		– Sell
-14,883
Closed -$530K – 366
2023
Q3 		$530K Buy
14,883
+2,814
+23% +$100K 0.08% 195
2023
Q2 		$375K Buy
12,069
+2,246
+23% +$61.8K 0.05% 248
2023
Q1 		$267K Buy
+9,823
New +$293K 0.04% 275

Other funds holding CHX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's CHX Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of ChampionX (CHX) in Q4 2023, closing a stake of 14,883 shares — an estimated $530K sold.

Sheets Smith Wealth Management first reported a position in CHX in Q1 2023 and held it in 3 quarters. The position peaked at $530K in Q3 2023. 407 funds tracked by Wall St. Rank hold CHX as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining ChampionX position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 14,883 ChampionX shares in Q4 2023, an estimated $530K.
  • Sheets Smith Wealth Management first reported a position in ChampionX in Q1 2023 and held it in 3 quarters.
  • Sheets Smith Wealth Management's ChampionX position peaked at $530K in Q3 2023.
  • 407 funds tracked by Wall St. Rank held ChampionX as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.