LFA
CHX

Legacy Financial Advisors’s ChampionX CHX Stock Holding History

Legacy Financial 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
-1,463
Closed -$60K – 261
2019
Q1 		$60K Buy
1,463
+165
+13% +$6.1K 0.02% 247
2018
Q4 		$35K Sell
1,298
-55
-4% -$2.02K 0.01% 301
2018
Q3 		$58K Buy
+1,353
New +$56.7K 0.02% 233

Other funds holding CHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Legacy Financial Advisors's CHX Position: Q2 2019 in Review

Legacy Financial Advisors sold out of ChampionX (CHX) in Q2 2019, closing a stake of 1,463 shares — an estimated $60K sold.

Legacy Financial Advisors first reported a position in CHX in Q3 2018 and held it in 3 quarters. The position peaked at $60K in Q1 2019. 336 funds tracked by Wall St. Rank hold CHX as of Q2 2019.

  • Legacy Financial Advisors reported no remaining ChampionX position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,463 ChampionX shares in Q2 2019, an estimated $60K.
  • Legacy Financial Advisors first reported a position in ChampionX in Q3 2018 and held it in 3 quarters.
  • Legacy Financial Advisors's ChampionX position peaked at $60K in Q1 2019.
  • 336 funds tracked by Wall St. Rank held ChampionX as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.