UFF
CHX

USA Financial Formulas’s ChampionX CHX Stock Holding History

USA Financial Formulas’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
-769
Closed -$27.4K – 380
2023
Q3 		$27.4K Hold
769
– – 0.04% 217
2023
Q2 		$23.9K Sell
769
-25
-3% -$688 0.04% 188
2023
Q1 		$21.5K Buy
+794
New +$23.7K 0.03% 149

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

USA Financial Formulas's CHX Position: Q4 2023 in Review

USA Financial Formulas sold out of ChampionX (CHX) in Q4 2023, closing a stake of 769 shares — an estimated $27.4K sold.

USA Financial Formulas first reported a position in CHX in Q1 2023 and held it in 3 quarters. The position peaked at $27.4K in Q3 2023. 406 funds tracked by Wall St. Rank hold CHX as of Q4 2023.

  • USA Financial Formulas reported no remaining ChampionX position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 769 ChampionX shares in Q4 2023, an estimated $27.4K.
  • USA Financial Formulas first reported a position in ChampionX in Q1 2023 and held it in 3 quarters.
  • USA Financial Formulas's ChampionX position peaked at $27.4K in Q3 2023.
  • 406 funds tracked by Wall St. Rank held ChampionX as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.