Kore Private Wealth’s ChampionX CHX Stock Holding History

Kore Private Wealth’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
2020 Q1	–	Sell	-560	Closed	-$19K	–	1087
2019 Q4	$19K	Buy	+560	New	+$15.2K	﹤0.01%	635
2019 Q2	–	Sell	-560	Closed	-$23K	–	329
2019 Q1	$23K	Hold	560	–	–	0.01%	492
2018 Q4	$15K	Buy	+560	New	+$20.6K	﹤0.01%	515

Other funds holding CHX

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

Kore Private Wealth's CHX Position: Q1 2020 in Review

Kore Private Wealth sold out of ChampionX (CHX) in Q1 2020, closing a stake of 560 shares — an estimated $19K sold.

Kore Private Wealth first reported a position in CHX in Q4 2018 and held it in 3 quarters. The position peaked at $23K in Q1 2019. 275 funds tracked by Wall St. Rank hold CHX as of Q1 2020.

Kore Private Wealth reported no remaining ChampionX position as of Q1 2020 after selling out during the quarter.
Kore Private Wealth sold 560 ChampionX shares in Q1 2020, an estimated $19K.
Kore Private Wealth first reported a position in ChampionX in Q4 2018 and held it in 3 quarters.
Kore Private Wealth's ChampionX position peaked at $23K in Q1 2019.
275 funds tracked by Wall St. Rank held ChampionX as of Q1 2020.

Based on Kore Private Wealth's 13F filing for Q1 2020, filed 15 May 2020.