Stonehage Fleming Financial Services’s ChampionX CHX Stock Holding History

Stonehage Fleming Financial Services’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 Q2	–	Sell	-4,755	Closed	-$125K	–	239
2024 Q1	$125K	Buy	+4,755	New	+$142K	0.01%	109
2023 Q2	–	Sell	-4,755	Closed	-$125K	–	209
2023 Q1	$125K	Hold	4,755	–	–	0.01%	109
2022 Q4	$137K	Hold	4,755	–	–	0.01%	102
2022 Q3	$91K	Hold	4,755	–	–	0.01%	118
2022 Q2	$97K	Hold	4,755	–	–	﹤0.01%	172
2022 Q1	$117K	Hold	4,755	–	–	﹤0.01%	161
2021 Q4	$95K	Hold	4,755	–	–	﹤0.01%	178
2021 Q3	$109K	Hold	4,755	–	–	﹤0.01%	170
2021 Q2	$120K	Hold	4,755	–	–	﹤0.01%	151
2021 Q1	$101K	Hold	4,755	–	–	﹤0.01%	155
2020 Q4	$72K	Hold	4,755	–	–	﹤0.01%	160
2020 Q3	$37K	Hold	4,755	–	–	﹤0.01%	151
2020 Q2	$45K	Hold	4,755	–	–	﹤0.01%	127
2020 Q1	$27K	Hold	4,755	–	–	﹤0.01%	158
2019 Q4	$162K	Hold	4,755	–	–	0.01%	135
2019 Q3	$129K	Hold	4,755	–	–	0.01%	138
2019 Q2	$160K	Hold	4,755	–	–	0.01%	127
2019 Q1	$195	Hold	4,755	–	–	0.01%	128
2018 Q4	$129K	Hold	4,755	–	–	0.01%	179
2018 Q3	$207K	Hold	4,755	–	–	0.01%	164
2018 Q2	$198K	Buy	+4,755	New	+$195K	0.01%	169

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stonehage Fleming Financial Services's CHX Position: Q2 2024 in Review

Stonehage Fleming Financial Services sold out of ChampionX (CHX) in Q2 2024, closing a stake of 4,755 shares — an estimated $125K sold.

Stonehage Fleming Financial Services first reported a position in CHX in Q2 2018 and held it in 21 quarters. The position peaked at $207K in Q3 2018. 431 funds tracked by Wall St. Rank hold CHX as of Q2 2024.

Stonehage Fleming Financial Services reported no remaining ChampionX position as of Q2 2024 after selling out during the quarter.
Stonehage Fleming Financial Services sold 4,755 ChampionX shares in Q2 2024, an estimated $125K.
Stonehage Fleming Financial Services first reported a position in ChampionX in Q2 2018 and held it in 21 quarters.
Stonehage Fleming Financial Services's ChampionX position peaked at $207K in Q3 2018.
431 funds tracked by Wall St. Rank held ChampionX as of Q2 2024.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2024, filed 5 Aug 2024.