VAG
CHX

VisionPoint Advisory Group’s ChampionX CHX Stock Holding History

VisionPoint Advisory Group’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
Q1 		– Sell
-372
Closed -$10.9K – 829
2023
Q4 		$10.9K Sell
372
-71
-16% -$2.2K ﹤0.01% 411
2023
Q3 		$15.8K Buy
+443
New +$15.7K 0.01% 404

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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

VisionPoint Advisory Group's CHX Position: Q1 2024 in Review

VisionPoint Advisory Group sold out of ChampionX (CHX) in Q1 2024, closing a stake of 372 shares — an estimated $10.9K sold.

VisionPoint Advisory Group first reported a position in CHX in Q3 2023 and held it in 2 quarters. The position peaked at $15.8K in Q3 2023. 400 funds tracked by Wall St. Rank hold CHX as of Q1 2024.

  • VisionPoint Advisory Group reported no remaining ChampionX position as of Q1 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 372 ChampionX shares in Q1 2024, an estimated $10.9K.
  • VisionPoint Advisory Group first reported a position in ChampionX in Q3 2023 and held it in 2 quarters.
  • VisionPoint Advisory Group's ChampionX position peaked at $15.8K in Q3 2023.
  • 400 funds tracked by Wall St. Rank held ChampionX as of Q1 2024.

Based on VisionPoint Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.