Next Financial Group’s ChampionX CHX Stock Holding History

Next Financial Group’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
2021 Q4	$6K	Sell	293 -859	-75%	-$20.2K	﹤0.01%	2355
2021 Q3	$26K	Buy	1,152 +1,147	+22,940%	+$26.2K	﹤0.01%	1691
2021 Q2	$0	Hold	5	–	–	﹤0.01%	2632
2021 Q1	$0	Hold	5	–	–	﹤0.01%	2537
2020 Q4	$0	Hold	5	–	–	﹤0.01%	2349
2020 Q3	$0	Buy	+5	New	+$48	﹤0.01%	2183
2020 Q2	–	Sell	-5	Closed	–	–	815
2020 Q1	$0	Hold	5	–	–	﹤0.01%	2154
2019 Q4	$0	Hold	5	–	–	﹤0.01%	2375
2019 Q3	$0	Hold	5	–	–	﹤0.01%	2315
2019 Q2	$0	Buy	+5	New	+$182	﹤0.01%	2306
2018 Q4	–	Sell	-129	Closed	-$6K	–	1969
2018 Q3	$6K	Buy	+129	New	+$5.41K	﹤0.01%	1120

Other funds holding CHX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Next Financial Group's CHX Position: Q4 2021 in Review

Next Financial Group reduced its ChampionX (CHX) stake by 75% in Q4 2021, selling an estimated $20.2K and leaving 293 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Next Financial Group first reported a position in CHX in Q3 2018 and has held it in 11 quarters since. The position peaked at $26K in Q3 2021. 320 funds tracked by Wall St. Rank hold CHX as of Q4 2021.

Next Financial Group held 293 shares of ChampionX worth $6K as of Q4 2021.
Next Financial Group sold 859 ChampionX shares in Q4 2021, an estimated $20.2K.
ChampionX made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2355 holding.
Next Financial Group first reported a position in ChampionX in Q3 2018 and has held it in 11 quarters since.
Next Financial Group's ChampionX position peaked at $26K in Q3 2021.
320 funds tracked by Wall St. Rank held ChampionX as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.