DWM
CHX

Doyle Wealth Management’s ChampionX CHX Stock Holding History

Doyle 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
2019
Q3 		– Sell
-44
Closed -$1K – 291
2019
Q2 		$1K Buy
+44
New +$1.6K ﹤0.01% 812
2019
Q1 		– Sell
-44
Closed -$1K – 280
2018
Q4 		$1K Buy
+44
New +$1.62K ﹤0.01% 818

Other funds holding CHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Doyle Wealth Management's CHX Position: Q3 2019 in Review

Doyle Wealth Management sold out of ChampionX (CHX) in Q3 2019, closing a stake of 44 shares — an estimated $1K sold.

Doyle Wealth Management first reported a position in CHX in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 318 funds tracked by Wall St. Rank hold CHX as of Q3 2019.

  • Doyle Wealth Management reported no remaining ChampionX position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 44 ChampionX shares in Q3 2019, an estimated $1K.
  • Doyle Wealth Management first reported a position in ChampionX in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's ChampionX position peaked at $1K in Q2 2019.
  • 318 funds tracked by Wall St. Rank held ChampionX as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.