CWM
CHX

Cordatus Wealth Management’s ChampionX CHX Stock Holding History

Cordatus 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
2023
Q2 		– Sell
-49,727
Closed -$1.35M – 147
2023
Q1 		$1.35M Buy
49,727
+12,987
+35% +$388K 1.72% 22
2022
Q4 		$1.06M Buy
+36,740
New +$1.01M 1.56% 26

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cordatus Wealth Management's CHX Position: Q2 2023 in Review

Cordatus Wealth Management sold out of ChampionX (CHX) in Q2 2023, closing a stake of 49,727 shares — an estimated $1.35M sold.

Cordatus Wealth Management first reported a position in CHX in Q4 2022 and held it in 2 quarters. The position peaked at $1.35M in Q1 2023. 375 funds tracked by Wall St. Rank hold CHX as of Q2 2023.

  • Cordatus Wealth Management reported no remaining ChampionX position as of Q2 2023 after selling out during the quarter.
  • Cordatus Wealth Management sold 49,727 ChampionX shares in Q2 2023, an estimated $1.35M.
  • Cordatus Wealth Management first reported a position in ChampionX in Q4 2022 and held it in 2 quarters.
  • Cordatus Wealth Management's ChampionX position peaked at $1.35M in Q1 2023.
  • 375 funds tracked by Wall St. Rank held ChampionX as of Q2 2023.

Based on Cordatus Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.