MWM
CHX

Mission Wealth Management’s ChampionX CHX Stock Holding History

Mission Wealth Management’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
-8,231
Closed -$278K – 305
2019
Q4 		$278K Sell
8,231
-1,250
-13% -$34K 0.03% 266
2019
Q3 		$256K Hold
9,481
– – 0.03% 263
2019
Q2 		$318K Hold
9,481
– – 0.04% 232
2019
Q1 		$389K Hold
9,481
– – 0.05% 195
2018
Q4 		$257K Buy
9,481
+12
+0.1% +$441 0.03% 215
2018
Q3 		$412K Buy
9,469
+66
+0.7% +$2.77K 0.05% 174
2018
Q2 		$393K Buy
+9,403
New +$385K 0.06% 164

Other funds holding CHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Mission Wealth Management's CHX Position: Q1 2020 in Review

Mission Wealth Management sold out of ChampionX (CHX) in Q1 2020, closing a stake of 8,231 shares — an estimated $278K sold.

Mission Wealth Management first reported a position in CHX in Q2 2018 and held it in 7 quarters. The position peaked at $412K in Q3 2018. 275 funds tracked by Wall St. Rank hold CHX as of Q1 2020.

  • Mission Wealth Management reported no remaining ChampionX position as of Q1 2020 after selling out during the quarter.
  • Mission Wealth Management sold 8,231 ChampionX shares in Q1 2020, an estimated $278K.
  • Mission Wealth Management first reported a position in ChampionX in Q2 2018 and held it in 7 quarters.
  • Mission Wealth Management's ChampionX position peaked at $412K in Q3 2018.
  • 275 funds tracked by Wall St. Rank held ChampionX as of Q1 2020.

Based on Mission Wealth Management's 13F filing for Q1 2020, filed 10 Apr 2020.