TWP
CHX

TFO Wealth Partners’s ChampionX CHX Stock Holding History

TFO Wealth Partners’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
-11
Closed -$395 – 189
2024
Q1 		$395 Hold
11
– – ﹤0.01% 317
2023
Q4 		$321 Sell
11
-12
-52% -$371 ﹤0.01% 496
2023
Q3 		$714 Buy
23
+12
+109% +$426 ﹤0.01% 360
2023
Q2 		$341 Hold
11
– – ﹤0.01% 376
2023
Q1 		$298 Sell
11
-38
-78% -$1.14K ﹤0.01% 376
2022
Q4 		$1.47K Buy
+49
New +$1.35K ﹤0.01% 296

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFO Wealth Partners's CHX Position: Q2 2024 in Review

TFO Wealth Partners sold out of ChampionX (CHX) in Q2 2024, closing a stake of 11 shares — an estimated $395 sold.

TFO Wealth Partners first reported a position in CHX in Q4 2022 and held it in 6 quarters. The position peaked at $1.47K in Q4 2022. 431 funds tracked by Wall St. Rank hold CHX as of Q2 2024.

  • TFO Wealth Partners reported no remaining ChampionX position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 11 ChampionX shares in Q2 2024, an estimated $395.
  • TFO Wealth Partners first reported a position in ChampionX in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's ChampionX position peaked at $1.47K in Q4 2022.
  • 431 funds tracked by Wall St. Rank held ChampionX as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.