WJWM
CHX

Williams Jones Wealth Management’s ChampionX CHX Stock Holding History

Williams Jones Wealth Management’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
Q2 		– Sell
-108,695
Closed -$625K – 425
2020
Q1 		$625K Sell
108,695
-20,000
-16% -$416K 0.02% 208
2019
Q4 		$4.35M Sell
128,695
-71,607
-36% -$1.95M 0.08% 125
2019
Q3 		$5.42M Buy
+200,302
New +$5.85M 0.11% 112

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Williams Jones Wealth Management's CHX Position: Q2 2020 in Review

Williams Jones Wealth Management sold out of ChampionX (CHX) in Q2 2020, closing a stake of 108,695 shares — an estimated $625K sold.

Williams Jones Wealth Management first reported a position in CHX in Q3 2019 and held it in 3 quarters. The position peaked at $5.42M in Q3 2019. 302 funds tracked by Wall St. Rank hold CHX as of Q2 2020.

  • Williams Jones Wealth Management reported no remaining ChampionX position as of Q2 2020 after selling out during the quarter.
  • Williams Jones Wealth Management sold 108,695 ChampionX shares in Q2 2020, an estimated $625K.
  • Williams Jones Wealth Management first reported a position in ChampionX in Q3 2019 and held it in 3 quarters.
  • Williams Jones Wealth Management's ChampionX position peaked at $5.42M in Q3 2019.
  • 302 funds tracked by Wall St. Rank held ChampionX as of Q2 2020.

Based on Williams Jones Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.