PFS
CHX

Prospera Financial Services’s ChampionX CHX Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-51,691
Closed -$1.4M – 1021
2023
Q1 		$1.4M Buy
+51,691
New +$1.54M 0.06% 329
2022
Q2 		– Sell
-123
Closed -$3K – 1771
2022
Q1 		$3K Buy
+123
New +$2.85K ﹤0.01% 2370
2020
Q4 		– Sell
-176
Closed -$1K – 819
2020
Q3 		$1K Buy
+176
New +$1.7K ﹤0.01% 1524

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Prospera Financial Services's CHX Position: Q2 2023 in Review

Prospera Financial Services sold out of ChampionX (CHX) in Q2 2023, closing a stake of 51,691 shares — an estimated $1.4M sold.

Prospera Financial Services first reported a position in CHX in Q3 2020 and held it in 3 quarters. The position peaked at $1.4M in Q1 2023. 375 funds tracked by Wall St. Rank hold CHX as of Q2 2023.

  • Prospera Financial Services reported no remaining ChampionX position as of Q2 2023 after selling out during the quarter.
  • Prospera Financial Services sold 51,691 ChampionX shares in Q2 2023, an estimated $1.4M.
  • Prospera Financial Services first reported a position in ChampionX in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's ChampionX position peaked at $1.4M in Q1 2023.
  • 375 funds tracked by Wall St. Rank held ChampionX as of Q2 2023.

Based on Prospera Financial Services's 13F filing for Q2 2023, filed 8 Aug 2023.