HGWM
CHX

Harvest Group Wealth Management’s ChampionX CHX Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-44
Closed -$1K – 153
2020
Q4 		$1K Buy
+44
New +$489 ﹤0.01% 440
2020
Q2 		– Sell
-72
Closed – – 532
2020
Q1 		$0 Sell
72
-42
-37% -$873 ﹤0.01% 569
2019
Q4 		$3K Buy
114
+42
+58% +$1.14K ﹤0.01% 484
2019
Q3 		$2K Sell
72
-30
-29% -$876 ﹤0.01% 660
2019
Q2 		$3K Hold
102
– – ﹤0.01% 437
2019
Q1 		$4K Buy
+102
New +$3.77K ﹤0.01% 415

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Harvest Group Wealth Management's CHX Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of ChampionX (CHX) in Q1 2021, closing a stake of 44 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in CHX in Q1 2019 and held it in 6 quarters. The position peaked at $4K in Q1 2019. 306 funds tracked by Wall St. Rank hold CHX as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining ChampionX position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 44 ChampionX shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in ChampionX in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's ChampionX position peaked at $4K in Q1 2019.
  • 306 funds tracked by Wall St. Rank held ChampionX as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.