Bartlett & Co Wealth Management’s ChampionX CHX Stock Holding History

Bartlett & Co Wealth Management’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
2022 Q2	–	Sell	-437	Closed	-$10.7K	–	1305
2022 Q1	$10.7K	Buy	+437	New	+$10.1K	﹤0.01%	820
2021 Q4	–	Sell	-437	Closed	-$9.77K	–	485
2021 Q3	$9.77K	Hold	437	–	–	﹤0.01%	701
2021 Q2	$11.2K	Hold	437	–	–	﹤0.01%	673
2021 Q1	$9.5K	Hold	437	–	–	﹤0.01%	734
2020 Q4	$6.69K	Buy	437 +82	+23%	+$911	﹤0.01%	768
2020 Q3	$2.84K	Sell	355 -445	-56%	-$4.29K	﹤0.01%	771
2020 Q2	$7.81K	Sell	800 -15	-2%	-$137	﹤0.01%	699
2020 Q1	$4.69K	Sell	815 -335	-29%	-$6.96K	﹤0.01%	725
2019 Q4	$38.8K	Hold	1,150	–	–	﹤0.01%	573
2019 Q3	$31.1K	Hold	1,150	–	–	﹤0.01%	599
2019 Q2	$38.6K	Hold	1,150	–	–	﹤0.01%	471
2019 Q1	$47.2K	Hold	1,150	–	–	﹤0.01%	431
2018 Q4	$31.1K	Sell	1,150 -275	-19%	-$10.1K	﹤0.01%	472
2018 Q3	$62.1K	Buy	1,425 +175	+14%	+$7.34K	﹤0.01%	409
2018 Q2	$52.2K	Buy	+1,250	New	+$51.1K	﹤0.01%	424

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bartlett & Co Wealth Management's CHX Position: Q2 2022 in Review

Bartlett & Co Wealth Management sold out of ChampionX (CHX) in Q2 2022, closing a stake of 437 shares — an estimated $10.7K sold.

Bartlett & Co Wealth Management first reported a position in CHX in Q2 2018 and held it in 15 quarters. The position peaked at $62.1K in Q3 2018. 326 funds tracked by Wall St. Rank hold CHX as of Q2 2022.

Bartlett & Co Wealth Management reported no remaining ChampionX position as of Q2 2022 after selling out during the quarter.
Bartlett & Co Wealth Management sold 437 ChampionX shares in Q2 2022, an estimated $10.7K.
Bartlett & Co Wealth Management first reported a position in ChampionX in Q2 2018 and held it in 15 quarters.
Bartlett & Co Wealth Management's ChampionX position peaked at $62.1K in Q3 2018.
326 funds tracked by Wall St. Rank held ChampionX as of Q2 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2022, filed 14 Feb 2024.