PWMG
CHX

Prestige Wealth Management Group’s ChampionX CHX Stock Holding History

Prestige Wealth Management 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
2023
Q1 		– Sell
-66
Closed -$1.91K – 1074
2022
Q4 		$1.91K Buy
+66
New +$1.82K ﹤0.01% 841
2020
Q3 		– Sell
-345
Closed -$3K – 881
2020
Q2 		$3K Buy
+345
New +$3.16K ﹤0.01% 591
2019
Q1 		– Sell
-5
Closed – – 607
2018
Q4 		$0 Buy
+5
New +$184 ﹤0.01% 1247

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prestige Wealth Management Group's CHX Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of ChampionX (CHX) in Q1 2023, closing a stake of 66 shares — an estimated $1.91K sold.

Prestige Wealth Management Group first reported a position in CHX in Q4 2018 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 373 funds tracked by Wall St. Rank hold CHX as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining ChampionX position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 66 ChampionX shares in Q1 2023, an estimated $1.91K.
  • Prestige Wealth Management Group first reported a position in ChampionX in Q4 2018 and held it in 3 quarters.
  • Prestige Wealth Management Group's ChampionX position peaked at $3K in Q2 2020.
  • 373 funds tracked by Wall St. Rank held ChampionX as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.