WWP
CHX

WR Wealth Planners’s ChampionX CHX Stock Holding History

WR Wealth Planners’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
Q4 		$1.36K Hold
50
– – ﹤0.01% 899
2024
Q3 		$1.51K Hold
50
– – ﹤0.01% 936
2024
Q2 		$1.66K Hold
50
– – ﹤0.01% 915
2024
Q1 		$1.79K Buy
+50
New +$1.5K ﹤0.01% 891
2023
Q4 		– Sell
-50
Closed -$1.78K – 294
2023
Q3 		$1.78K Hold
50
– – ﹤0.01% 789
2023
Q2 		$1.55K Hold
50
– – ﹤0.01% 795
2023
Q1 		$1.36K Hold
50
– – ﹤0.01% 819
2022
Q4 		$1.45K Hold
50
– – ﹤0.01% 414
2022
Q3 		$979 Hold
50
– – ﹤0.01% 424
2022
Q2 		$993 Hold
50
– – ﹤0.01% 455
2022
Q1 		$1.22K Buy
+50
New +$1.16K ﹤0.01% 458

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

WR Wealth Planners's CHX Position: Q4 2024 in Review

WR Wealth Planners held its ChampionX (CHX) position steady in Q4 2024 at 50 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

WR Wealth Planners first reported a position in CHX in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.79K in Q1 2024. 418 funds tracked by Wall St. Rank hold CHX as of Q4 2024.

  • WR Wealth Planners held 50 shares of ChampionX worth $1.36K as of Q4 2024.
  • WR Wealth Planners left its ChampionX share count unchanged in Q4 2024.
  • ChampionX made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #899 holding.
  • WR Wealth Planners first reported a position in ChampionX in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's ChampionX position peaked at $1.79K in Q1 2024.
  • 418 funds tracked by Wall St. Rank held ChampionX as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.