WealthPLAN Partners’s ChampionX CHX Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-2	Closed	-$62	–	443
2023 Q2	$62	Hold	2	–	–	﹤0.01%	1239
2023 Q1	$54	Buy	+2	New	+$60	﹤0.01%	1302

Other funds holding CHX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's CHX Position: Q3 2023 in Review

WealthPLAN Partners sold out of ChampionX (CHX) in Q3 2023, closing a stake of 2 shares — an estimated $62 sold.

WealthPLAN Partners first reported a position in CHX in Q1 2023 and held it in 2 quarters. The position peaked at $62 in Q2 2023. 417 funds tracked by Wall St. Rank hold CHX as of Q3 2023.

WealthPLAN Partners reported no remaining ChampionX position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 2 ChampionX shares in Q3 2023, an estimated $62.
WealthPLAN Partners first reported a position in ChampionX in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's ChampionX position peaked at $62 in Q2 2023.
417 funds tracked by Wall St. Rank held ChampionX as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.