Confluence Wealth Services’s ChampionX CHX Stock Holding History

Confluence Wealth Services’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 Q1	–	Sell	-463	Closed	-$9K	–	398
2021 Q4	$9K	Buy	+463	New	+$10.9K	﹤0.01%	940

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

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

FAM

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

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

GCM

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

Norges Bank Oslo, Norway $935B AUM

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Confluence Wealth Services's CHX Position: Q1 2022 in Review

Confluence Wealth Services sold out of ChampionX (CHX) in Q1 2022, closing a stake of 463 shares — an estimated $9K sold.

Confluence Wealth Services first reported a position in CHX in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 333 funds tracked by Wall St. Rank hold CHX as of Q1 2022.

Confluence Wealth Services reported no remaining ChampionX position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 463 ChampionX shares in Q1 2022, an estimated $9K.
Confluence Wealth Services first reported a position in ChampionX in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's ChampionX position peaked at $9K in Q4 2021.
333 funds tracked by Wall St. Rank held ChampionX as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.