Sutton Wealth Advisors’s ChampionX CHX Stock Holding History

Sutton 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
2023 Q1	–	Sell	-9	Closed	-$261	–	953
2022 Q4	$261	Buy	+9	New	+$248	﹤0.01%	1571
2022 Q3	–	Sell	-28	Closed	-$577	–	1648
2022 Q2	$556	Hold	28	–	–	﹤0.01%	1432
2022 Q1	$685	Hold	28	–	–	﹤0.01%	1432
2021 Q4	$566	Buy	+28	New	+$658	﹤0.01%	1485
2020 Q4	–	Sell	-13	Closed	-$104	–	1233
2020 Q3	$104	Hold	13	–	–	﹤0.01%	1210
2020 Q2	$127	Hold	13	–	–	﹤0.01%	1193
2020 Q1	$75	Sell	13 -13	-50%	-$270	﹤0.01%	1191
2019 Q4	$878	Hold	26	–	–	﹤0.01%	1125
2019 Q3	$703	Hold	26	–	–	﹤0.01%	1140
2019 Q2	$872	Sell	26 -11	-30%	-$399	﹤0.01%	1108
2019 Q1	$1.52K	Buy	37 +6	+19%	+$222	﹤0.01%	1079
2018 Q4	$839	Hold	31	–	–	﹤0.01%	1051
2018 Q3	$1.35K	Hold	31	–	–	﹤0.01%	1021
2018 Q2	$1.29K	Buy	+31	New	+$1.27K	﹤0.01%	1041

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

GCM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sutton Wealth Advisors's CHX Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of ChampionX (CHX) in Q1 2023, closing a stake of 9 shares — an estimated $261 sold.

Sutton Wealth Advisors first reported a position in CHX in Q2 2018 and held it in 14 quarters. The position peaked at $1.52K in Q1 2019. 373 funds tracked by Wall St. Rank hold CHX as of Q1 2023.

Sutton Wealth Advisors reported no remaining ChampionX position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 9 ChampionX shares in Q1 2023, an estimated $261.
Sutton Wealth Advisors first reported a position in ChampionX in Q2 2018 and held it in 14 quarters.
Sutton Wealth Advisors's ChampionX position peaked at $1.52K in Q1 2019.
373 funds tracked by Wall St. Rank held ChampionX as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.