PWLP
CHX

Prio Wealth Limited Partnership’s ChampionX CHX Stock Holding History

Prio Wealth Limited Partnership’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
Q3 		– Sell
-9,856
Closed -$330K – 258
2019
Q2 		$330K Buy
9,856
+16
+0.2% +$581 0.02% 201
2019
Q1 		$404K Hold
9,840
– – 0.02% 188
2018
Q4 		$266K Sell
9,840
-516
-5% -$19K 0.01% 196
2018
Q3 		$451K Sell
10,356
-2,501
-19% -$105K 0.02% 176
2018
Q2 		$536K Buy
+12,857
New +$526K 0.03% 164

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prio Wealth Limited Partnership's CHX Position: Q3 2019 in Review

Prio Wealth Limited Partnership sold out of ChampionX (CHX) in Q3 2019, closing a stake of 9,856 shares — an estimated $330K sold.

Prio Wealth Limited Partnership first reported a position in CHX in Q2 2018 and held it in 5 quarters. The position peaked at $536K in Q2 2018. 318 funds tracked by Wall St. Rank hold CHX as of Q3 2019.

  • Prio Wealth Limited Partnership reported no remaining ChampionX position as of Q3 2019 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 9,856 ChampionX shares in Q3 2019, an estimated $330K.
  • Prio Wealth Limited Partnership first reported a position in ChampionX in Q2 2018 and held it in 5 quarters.
  • Prio Wealth Limited Partnership's ChampionX position peaked at $536K in Q2 2018.
  • 318 funds tracked by Wall St. Rank held ChampionX as of Q3 2019.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2019, filed 13 Nov 2019.