Heritage Wealth Advisors’s ChampionX CHX Stock Holding History

Heritage Wealth Advisors’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 Q2	–	Sell	-37	Closed	-$1.52K	–	456
2019 Q1	$1.52K	Hold	37	–	–	﹤0.01%	417
2018 Q4	$1K	Hold	37	–	–	﹤0.01%	369
2018 Q3	$1K	Buy	+37	New	+$1.55K	﹤0.01%	368

Other funds holding CHX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Heritage Wealth Advisors's CHX Position: Q2 2019 in Review

Heritage Wealth Advisors sold out of ChampionX (CHX) in Q2 2019, closing a stake of 37 shares — an estimated $1.52K sold.

Heritage Wealth Advisors first reported a position in CHX in Q3 2018 and held it in 3 quarters. The position peaked at $1.52K in Q1 2019. 336 funds tracked by Wall St. Rank hold CHX as of Q2 2019.

Heritage Wealth Advisors reported no remaining ChampionX position as of Q2 2019 after selling out during the quarter.
Heritage Wealth Advisors sold 37 ChampionX shares in Q2 2019, an estimated $1.52K.
Heritage Wealth Advisors first reported a position in ChampionX in Q3 2018 and held it in 3 quarters.
Heritage Wealth Advisors's ChampionX position peaked at $1.52K in Q1 2019.
336 funds tracked by Wall St. Rank held ChampionX as of Q2 2019.

Based on Heritage Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.