Endurance Wealth Management’s ChampionX CHX Stock Holding History

Endurance 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	$32K	Hold	1,028	–	–	﹤0.01%	386
2023 Q1	$28K	Hold	1,028	–	–	﹤0.01%	403
2022 Q4	$30K	Hold	1,028	–	–	﹤0.01%	373
2022 Q3	$20K	Sell	1,028 -257	-20%	-$5.3K	﹤0.01%	405
2022 Q2	$26K	Hold	1,285	–	–	﹤0.01%	386
2022 Q1	$31K	Sell	1,285 -257	-17%	-$5.95K	﹤0.01%	402
2021 Q4	$31K	Hold	1,542	–	–	﹤0.01%	402
2021 Q3	$34K	Hold	1,542	–	–	﹤0.01%	388
2021 Q2	$39K	Hold	1,542	–	–	﹤0.01%	385
2021 Q1	$34K	Sell	1,542 -1,200	-44%	-$23.3K	﹤0.01%	392
2020 Q4	$42K	Hold	2,742	–	–	0.01%	343
2020 Q3	$22K	Hold	2,742	–	–	﹤0.01%	378
2020 Q2	$27K	Hold	2,742	–	–	﹤0.01%	369
2020 Q1	$16K	Hold	2,742	–	–	﹤0.01%	380
2019 Q4	$93K	Hold	2,742	–	–	0.01%	232
2019 Q3	$74K	Hold	2,742	–	–	0.01%	245
2019 Q2	$92K	Hold	2,742	–	–	0.01%	229
2019 Q1	$113K	Hold	2,742	–	–	0.02%	204
2018 Q4	$74K	Hold	2,742	–	–	0.01%	227
2018 Q3	$119K	Buy	+2,742	New	+$115K	0.02%	207

Other funds holding CHX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Endurance Wealth Management held its ChampionX (CHX) position steady in Q2 2023 at 1,028 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Endurance Wealth Management first reported a position in CHX in Q3 2018 and has held it in 20 quarters since. The position peaked at $119K in Q3 2018. 375 funds tracked by Wall St. Rank hold CHX as of Q2 2023.

Endurance Wealth Management held 1,028 shares of ChampionX worth $32K as of Q2 2023.
Endurance Wealth Management left its ChampionX share count unchanged in Q2 2023.
ChampionX made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #386 holding.
Endurance Wealth Management first reported a position in ChampionX in Q3 2018 and has held it in 20 quarters since.
Endurance Wealth Management's ChampionX position peaked at $119K in Q3 2018.
375 funds tracked by Wall St. Rank held ChampionX as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.