WAM
CHX

Wealthspire Advisors (Maryland)’s ChampionX CHX Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,703
Closed -$70K – 742
2019
Q1 		$70K Sell
1,703
-63
-4% -$2.33K 0.01% 770
2018
Q4 		$48K Buy
1,766
+20
+1% +$735 ﹤0.01% 872
2018
Q3 		$76K Buy
1,746
+160
+10% +$6.71K 0.01% 803
2018
Q2 		$66K Buy
+1,586
New +$64.9K 0.01% 875

Other funds holding CHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CHX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of ChampionX (CHX) in Q2 2019, closing a stake of 1,703 shares — an estimated $70K sold.

Wealthspire Advisors (Maryland) first reported a position in CHX in Q2 2018 and held it in 4 quarters. The position peaked at $76K in Q3 2018. 336 funds tracked by Wall St. Rank hold CHX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining ChampionX position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,703 ChampionX shares in Q2 2019, an estimated $70K.
  • Wealthspire Advisors (Maryland) first reported a position in ChampionX in Q2 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s ChampionX position peaked at $76K in Q3 2018.
  • 336 funds tracked by Wall St. Rank held ChampionX as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.