KA
CHX

Kovack Advisors’s ChampionX CHX Stock Holding History

Kovack 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
2022
Q4 		– Sell
-15,240
Closed -$298K – 585
2022
Q3 		$298K Sell
15,240
-1,000
-6% -$20.6K 0.04% 407
2022
Q2 		$322K Buy
16,240
+1,959
+14% +$44.3K 0.04% 426
2022
Q1 		$349K Sell
14,281
-2,000
-12% -$46.3K 0.04% 483
2021
Q4 		$329K Buy
16,281
+41
+0.3% +$964 0.03% 495
2021
Q3 		$363K Buy
16,240
+4,500
+38% +$103K 0.04% 462
2021
Q2 		$301K Buy
+11,740
New +$286K 0.03% 517

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Kovack Advisors's CHX Position: Q4 2022 in Review

Kovack Advisors sold out of ChampionX (CHX) in Q4 2022, closing a stake of 15,240 shares — an estimated $298K sold.

Kovack Advisors first reported a position in CHX in Q2 2021 and held it in 6 quarters. The position peaked at $363K in Q3 2021. 387 funds tracked by Wall St. Rank hold CHX as of Q4 2022.

  • Kovack Advisors reported no remaining ChampionX position as of Q4 2022 after selling out during the quarter.
  • Kovack Advisors sold 15,240 ChampionX shares in Q4 2022, an estimated $298K.
  • Kovack Advisors first reported a position in ChampionX in Q2 2021 and held it in 6 quarters.
  • Kovack Advisors's ChampionX position peaked at $363K in Q3 2021.
  • 387 funds tracked by Wall St. Rank held ChampionX as of Q4 2022.

Based on Kovack Advisors's 13F filing for Q4 2022, filed 22 Feb 2023.