TL
CHX

TrueWealth LLC’s ChampionX CHX Stock Holding History

TrueWealth LLC’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
-225
Closed -$8K – 725
2019
Q4 		$8K Hold
225
– – ﹤0.01% 486
2019
Q3 		$6K Hold
225
– – ﹤0.01% 532
2019
Q2 		$8K Hold
225
– – ﹤0.01% 486
2019
Q1 		$9K Hold
225
– – ﹤0.01% 468
2018
Q4 		$6K Hold
225
– – ﹤0.01% 506
2018
Q3 		$10K Hold
225
– – ﹤0.01% 482
2018
Q2 		$9K Buy
+225
New +$9.21K ﹤0.01% 506

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

TrueWealth LLC's CHX Position: Q1 2020 in Review

TrueWealth LLC sold out of ChampionX (CHX) in Q1 2020, closing a stake of 225 shares — an estimated $8K sold.

TrueWealth LLC first reported a position in CHX in Q2 2018 and held it in 7 quarters. The position peaked at $10K in Q3 2018. 276 funds tracked by Wall St. Rank hold CHX as of Q1 2020.

  • TrueWealth LLC reported no remaining ChampionX position as of Q1 2020 after selling out during the quarter.
  • TrueWealth LLC sold 225 ChampionX shares in Q1 2020, an estimated $8K.
  • TrueWealth LLC first reported a position in ChampionX in Q2 2018 and held it in 7 quarters.
  • TrueWealth LLC's ChampionX position peaked at $10K in Q3 2018.
  • 276 funds tracked by Wall St. Rank held ChampionX as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.