SW
CHX

Simplicity Wealth’s ChampionX CHX Stock Holding History

Simplicity Wealth’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
-6,396
Closed -$212K – 615
2024
Q2 		$212K Sell
6,396
-195
-3% -$6.65K ﹤0.01% 1084
2024
Q1 		$237K Buy
+6,591
New +$197K 0.01% 1007

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

Simplicity Wealth's CHX Position: Q3 2024 in Review

Simplicity Wealth sold out of ChampionX (CHX) in Q3 2024, closing a stake of 6,396 shares — an estimated $212K sold.

Simplicity Wealth first reported a position in CHX in Q1 2024 and held it in 2 quarters. The position peaked at $237K in Q1 2024. 417 funds tracked by Wall St. Rank hold CHX as of Q3 2024.

  • Simplicity Wealth reported no remaining ChampionX position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 6,396 ChampionX shares in Q3 2024, an estimated $212K.
  • Simplicity Wealth first reported a position in ChampionX in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's ChampionX position peaked at $237K in Q1 2024.
  • 417 funds tracked by Wall St. Rank held ChampionX as of Q3 2024.

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