Veritable’s ChampionX CHX Stock Holding History

Veritable’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 Q3	–	Sell	-9,361	Closed	-$291K	–	141
2023 Q2	$291K	Buy	9,361 +303	+3%	+$8.34K	﹤0.01%	708
2023 Q1	$246K	Buy	9,058 +329	+4%	+$9.83K	﹤0.01%	760
2022 Q4	$253K	Buy	+8,729	New	+$241K	﹤0.01%	718

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Veritable's CHX Position: Q3 2023 in Review

Veritable sold out of ChampionX (CHX) in Q3 2023, closing a stake of 9,361 shares — an estimated $291K sold.

Veritable first reported a position in CHX in Q4 2022 and held it in 3 quarters. The position peaked at $291K in Q2 2023. 416 funds tracked by Wall St. Rank hold CHX as of Q3 2023.

Veritable reported no remaining ChampionX position as of Q3 2023 after selling out during the quarter.
Veritable sold 9,361 ChampionX shares in Q3 2023, an estimated $291K.
Veritable first reported a position in ChampionX in Q4 2022 and held it in 3 quarters.
Veritable's ChampionX position peaked at $291K in Q2 2023.
416 funds tracked by Wall St. Rank held ChampionX as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.