Summit Wealth Group’s ChampionX CHX Stock Holding History

Summit Wealth 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
2021 Q3	–	Sell	-125	Closed	-$3K	–	76
2021 Q2	$3K	Hold	125	–	–	﹤0.01%	146
2021 Q1	$3K	Buy	+125	New	+$2.43K	﹤0.01%	137

Other funds holding CHX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Summit Wealth Group's CHX Position: Q3 2021 in Review

Summit Wealth Group sold out of ChampionX (CHX) in Q3 2021, closing a stake of 125 shares — an estimated $3K sold.

Summit Wealth Group first reported a position in CHX in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 299 funds tracked by Wall St. Rank hold CHX as of Q3 2021.

Summit Wealth Group reported no remaining ChampionX position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 125 ChampionX shares in Q3 2021, an estimated $3K.
Summit Wealth Group first reported a position in ChampionX in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's ChampionX position peaked at $3K in Q2 2021.
299 funds tracked by Wall St. Rank held ChampionX as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.