LWAC
CHX

Laurel Wealth Advisors (California)’s ChampionX CHX Stock Holding History

Laurel Wealth Advisors (California)’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 		$304K Sell
10,484
-920
-8% -$25.4K 0.03% 503
2022
Q3 		$223K Hold
11,404
– – 0.02% 578
2022
Q2 		$226K Sell
11,404
-4,700
-29% -$106K 0.02% 593
2022
Q1 		$394K Hold
16,104
– – 0.03% 496
2021
Q4 		$325K Buy
+16,104
New +$379K 0.03% 591

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

Laurel Wealth Advisors (California)'s CHX Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its ChampionX (CHX) stake by 8.1% in Q4 2022, selling an estimated $25.4K and leaving 10,484 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #503.

Laurel Wealth Advisors (California) first reported a position in CHX in Q4 2021 and has held it in 5 quarters since. The position peaked at $394K in Q1 2022. 387 funds tracked by Wall St. Rank hold CHX as of Q4 2022.

  • Laurel Wealth Advisors (California) held 10,484 shares of ChampionX worth $304K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 920 ChampionX shares in Q4 2022, an estimated $25.4K.
  • ChampionX made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #503 holding.
  • Laurel Wealth Advisors (California) first reported a position in ChampionX in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s ChampionX position peaked at $394K in Q1 2022.
  • 387 funds tracked by Wall St. Rank held ChampionX as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.