VFA
CHX

Valeo Financial Advisors’s ChampionX CHX Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-19
Closed – – 744
2021
Q1 		$0 Buy
+19
New +$369 ﹤0.01% 2039
2020
Q3 		– Sell
-72
Closed -$1K – 1678
2020
Q2 		$1K Hold
72
– – ﹤0.01% 1854
2020
Q1 		$1K Hold
72
– – ﹤0.01% 1634
2019
Q4 		$2K Buy
+72
New +$1.96K ﹤0.01% 1440
2019
Q3 		– Sell
-66
Closed -$2K – 1567
2019
Q2 		$2K Sell
66
-143
-68% -$5.19K ﹤0.01% 1389
2019
Q1 		$9K Hold
209
– – ﹤0.01% 986
2018
Q4 		$6K Hold
209
– – ﹤0.01% 1005
2018
Q3 		$8K Sell
209
-25
-11% -$1.05K ﹤0.01% 1027
2018
Q2 		$10K Buy
+234
New +$9.57K ﹤0.01% 934

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Valeo Financial Advisors's CHX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of ChampionX (CHX) in Q2 2021, closing a stake of 19 shares.

Valeo Financial Advisors first reported a position in CHX in Q2 2018 and held it in 9 quarters. The position peaked at $10K in Q2 2018. 313 funds tracked by Wall St. Rank hold CHX as of Q2 2021.

  • Valeo Financial Advisors reported no remaining ChampionX position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 19 ChampionX shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in ChampionX in Q2 2018 and held it in 9 quarters.
  • Valeo Financial Advisors's ChampionX position peaked at $10K in Q2 2018.
  • 313 funds tracked by Wall St. Rank held ChampionX as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.