RWA
CHX

Ropes Wealth Advisors’s ChampionX CHX Stock Holding History

Ropes Wealth 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
2020
Q1 		– Sell
-303
Closed -$10K – 536
2019
Q4 		$10K Sell
303
-952
-76% -$25.9K ﹤0.01% 465
2019
Q3 		$34K Sell
1,255
-139
-10% -$4.06K 0.01% 370
2019
Q2 		$47K Sell
1,394
-148
-10% -$5.37K 0.01% 342
2019
Q1 		$63K Sell
1,542
-2,044
-57% -$75.6K 0.02% 306
2018
Q4 		$97K Sell
3,586
-85
-2% -$3.13K 0.03% 261
2018
Q3 		$160K Hold
3,671
– – 0.04% 238
2018
Q2 		$153K Buy
+3,671
New +$150K 0.04% 244

Other funds holding CHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Ropes Wealth Advisors's CHX Position: Q1 2020 in Review

Ropes Wealth Advisors sold out of ChampionX (CHX) in Q1 2020, closing a stake of 303 shares — an estimated $10K sold.

Ropes Wealth Advisors first reported a position in CHX in Q2 2018 and held it in 7 quarters. The position peaked at $160K in Q3 2018. 275 funds tracked by Wall St. Rank hold CHX as of Q1 2020.

  • Ropes Wealth Advisors reported no remaining ChampionX position as of Q1 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 303 ChampionX shares in Q1 2020, an estimated $10K.
  • Ropes Wealth Advisors first reported a position in ChampionX in Q2 2018 and held it in 7 quarters.
  • Ropes Wealth Advisors's ChampionX position peaked at $160K in Q3 2018.
  • 275 funds tracked by Wall St. Rank held ChampionX as of Q1 2020.

Based on Ropes Wealth Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.