RFA
CHX

Reilly Financial Advisors’s ChampionX CHX Stock Holding History

Reilly Financial Advisors’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
Q2 		– Sell
-115
Closed -$2K – 1003
2021
Q1 		$2K Hold
115
– – ﹤0.01% 904
2020
Q4 		$2K Hold
115
– – ﹤0.01% 785
2020
Q3 		$1K Hold
115
– – ﹤0.01% 786
2020
Q2 		$1K Hold
115
– – ﹤0.01% 841
2020
Q1 		$1K Hold
115
– – ﹤0.01% 827
2019
Q4 		$4K Hold
115
– – ﹤0.01% 747
2019
Q3 		$3K Hold
115
– – ﹤0.01% 783
2019
Q2 		$4K Sell
115
-6
-5% -$218 ﹤0.01% 800
2019
Q1 		$5K Buy
121
+6
+5% +$222 ﹤0.01% 783
2018
Q4 		$3K Hold
115
– – ﹤0.01% 814
2018
Q3 		$5K Hold
115
– – ﹤0.01% 819
2018
Q2 		$5K Buy
+115
New +$4.71K ﹤0.01% 797

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Reilly Financial Advisors's CHX Position: Q2 2021 in Review

Reilly Financial Advisors sold out of ChampionX (CHX) in Q2 2021, closing a stake of 115 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in CHX in Q2 2018 and held it in 12 quarters. The position peaked at $5K in Q1 2019. 313 funds tracked by Wall St. Rank hold CHX as of Q2 2021.

  • Reilly Financial Advisors reported no remaining ChampionX position as of Q2 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 115 ChampionX shares in Q2 2021, an estimated $2K.
  • Reilly Financial Advisors first reported a position in ChampionX in Q2 2018 and held it in 12 quarters.
  • Reilly Financial Advisors's ChampionX position peaked at $5K in Q1 2019.
  • 313 funds tracked by Wall St. Rank held ChampionX as of Q2 2021.

Based on Reilly Financial Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.