Wallace Advisory Group’s ChampionX CHX Stock Holding History

Wallace 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	-7,140	Closed	-$254K	–	176
2023 Q4	$254K	Buy	+7,140	New	+$221K	0.2%	125

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wallace Advisory Group sold out of ChampionX (CHX) in Q1 2024, closing a stake of 7,140 shares — an estimated $254K sold.

Wallace Advisory Group first reported a position in CHX in Q4 2023 and held it in 1 quarter. The position peaked at $254K in Q4 2023. 400 funds tracked by Wall St. Rank hold CHX as of Q1 2024.

Wallace Advisory Group reported no remaining ChampionX position as of Q1 2024 after selling out during the quarter.
Wallace Advisory Group sold 7,140 ChampionX shares in Q1 2024, an estimated $254K.
Wallace Advisory Group first reported a position in ChampionX in Q4 2023 and held it in 1 quarter.
Wallace Advisory Group's ChampionX position peaked at $254K in Q4 2023.
400 funds tracked by Wall St. Rank held ChampionX as of Q1 2024.

Based on Wallace Advisory Group's 13F filing for Q1 2024, filed 12 Apr 2024.