TCI Wealth Advisors’s ChampionX CHX Stock Holding History

TCI 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 Q2	–	Sell	-438	Closed	-$11.9K	–	581
2023 Q1	$11.9K	Sell	438 -4	-0.9%	-$120	﹤0.01%	979
2022 Q4	$12.8K	Buy	442 +5	+1%	+$138	﹤0.01%	907
2022 Q3	$9K	Buy	437 +191	+78%	+$3.94K	﹤0.01%	1056
2022 Q2	$5K	Sell	246 -190	-44%	-$4.29K	﹤0.01%	1451
2022 Q1	$11K	Hold	436	–	–	﹤0.01%	1026
2021 Q4	$9K	Hold	436	–	–	﹤0.01%	1236
2021 Q3	$10K	Buy	436 +164	+60%	+$3.75K	﹤0.01%	1088
2021 Q2	$7K	Hold	272	–	–	﹤0.01%	1186
2021 Q1	$6K	Buy	272 +209	+332%	+$4.06K	﹤0.01%	1127
2020 Q4	$1K	Hold	63	–	–	﹤0.01%	1351
2020 Q3	$1K	Hold	63	–	–	﹤0.01%	1291
2020 Q2	$1K	Hold	63	–	–	﹤0.01%	1221
2020 Q1	$0	Buy	63 +13	+26%	+$270	﹤0.01%	1510
2019 Q4	$2K	Buy	+50	New	+$1.36K	﹤0.01%	1115
2018 Q4	–	Sell	-712	Closed	-$31K	–	1469
2018 Q3	$31K	Buy	712 +68	+11%	+$2.85K	0.01%	414
2018 Q2	$27K	Buy	+644	New	+$26.4K	0.01%	422

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

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

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

TCI Wealth Advisors's CHX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of ChampionX (CHX) in Q2 2023, closing a stake of 438 shares — an estimated $11.9K sold.

TCI Wealth Advisors first reported a position in CHX in Q2 2018 and held it in 16 quarters. The position peaked at $31K in Q3 2018. 375 funds tracked by Wall St. Rank hold CHX as of Q2 2023.

TCI Wealth Advisors reported no remaining ChampionX position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 438 ChampionX shares in Q2 2023, an estimated $11.9K.
TCI Wealth Advisors first reported a position in ChampionX in Q2 2018 and held it in 16 quarters.
TCI Wealth Advisors's ChampionX position peaked at $31K in Q3 2018.
375 funds tracked by Wall St. Rank held ChampionX as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.