TWMP
CHX

Taylor Wealth Management Partners’s ChampionX CHX Stock Holding History

Taylor Wealth Management Partners’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
2019
Q1 		– Sell
-500
Closed -$14K – 59
2018
Q4 		$14K Hold
500
– – 0.01% 77
2018
Q3 		$22K Hold
500
– – 0.01% 84
2018
Q2 		$21K Buy
+500
New +$20.5K 0.01% 89

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Taylor Wealth Management Partners's CHX Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of ChampionX (CHX) in Q1 2019, closing a stake of 500 shares — an estimated $14K sold.

Taylor Wealth Management Partners first reported a position in CHX in Q2 2018 and held it in 3 quarters. The position peaked at $22K in Q3 2018. 370 funds tracked by Wall St. Rank hold CHX as of Q1 2019.

  • Taylor Wealth Management Partners reported no remaining ChampionX position as of Q1 2019 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 500 ChampionX shares in Q1 2019, an estimated $14K.
  • Taylor Wealth Management Partners first reported a position in ChampionX in Q2 2018 and held it in 3 quarters.
  • Taylor Wealth Management Partners's ChampionX position peaked at $22K in Q3 2018.
  • 370 funds tracked by Wall St. Rank held ChampionX as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.