WIA
CHX

Wetzel Investment Advisors’s ChampionX CHX Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-29
Closed -$1.04K – 248
2024
Q2 		$1.04K Hold
29
– – ﹤0.01% 814
2024
Q1 		$1.05K Hold
29
– – ﹤0.01% 928
2023
Q4 		$1K Buy
+29
New +$897 ﹤0.01% 929

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
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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wetzel Investment Advisors's CHX Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of ChampionX (CHX) in Q3 2024, closing a stake of 29 shares — an estimated $1.04K sold.

Wetzel Investment Advisors first reported a position in CHX in Q4 2023 and held it in 3 quarters. The position peaked at $1.05K in Q1 2024. 418 funds tracked by Wall St. Rank hold CHX as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining ChampionX position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 29 ChampionX shares in Q3 2024, an estimated $1.04K.
  • Wetzel Investment Advisors first reported a position in ChampionX in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's ChampionX position peaked at $1.05K in Q1 2024.
  • 418 funds tracked by Wall St. Rank held ChampionX as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.