TFA
CHX

Toth Financial Advisory’s ChampionX CHX Stock Holding History

Toth Financial Advisory’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
-2,150
Closed -$76.6K – 735
2023
Q3 		$76.6K Hold
2,150
– – 0.01% 233
2023
Q2 		$66.7K Buy
2,150
+1,000
+87% +$27.5K 0.01% 247
2023
Q1 		$31.2K Sell
1,150
-17,525
-94% -$524K ﹤0.01% 327
2022
Q4 		$541K Buy
+18,675
New +$515K 0.09% 150
2021
Q1 		– Sell
-1,726
Closed -$26K – 677
2020
Q4 		$26K Sell
1,726
-246
-12% -$2.73K ﹤0.01% 306
2020
Q3 		$16K Sell
1,972
-2,687
-58% -$25.9K ﹤0.01% 337
2020
Q2 		$45K Buy
+4,659
New +$42.7K 0.01% 232

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Toth Financial Advisory's CHX Position: Q4 2023 in Review

Toth Financial Advisory sold out of ChampionX (CHX) in Q4 2023, closing a stake of 2,150 shares — an estimated $76.6K sold.

Toth Financial Advisory first reported a position in CHX in Q2 2020 and held it in 7 quarters. The position peaked at $541K in Q4 2022. 406 funds tracked by Wall St. Rank hold CHX as of Q4 2023.

  • Toth Financial Advisory reported no remaining ChampionX position as of Q4 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 2,150 ChampionX shares in Q4 2023, an estimated $76.6K.
  • Toth Financial Advisory first reported a position in ChampionX in Q2 2020 and held it in 7 quarters.
  • Toth Financial Advisory's ChampionX position peaked at $541K in Q4 2022.
  • 406 funds tracked by Wall St. Rank held ChampionX as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.