Avantax Planning Partners’s ChampionX CHX Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-92	Closed	-$4K	–	437
2018 Q3	$4K	Buy	+92	New	+$3.86K	﹤0.01%	1148

Other funds holding CHX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Avantax Planning Partners's CHX Position: Q4 2018 in Review

Avantax Planning Partners sold out of ChampionX (CHX) in Q4 2018, closing a stake of 92 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in CHX in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 360 funds tracked by Wall St. Rank hold CHX as of Q4 2018.

Avantax Planning Partners reported no remaining ChampionX position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 92 ChampionX shares in Q4 2018, an estimated $4K.
Avantax Planning Partners first reported a position in ChampionX in Q3 2018 and held it in 1 quarter.
Avantax Planning Partners's ChampionX position peaked at $4K in Q3 2018.
360 funds tracked by Wall St. Rank held ChampionX as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.