1NWS
IOSP icon

1 North Wealth Services’s Innospec IOSP Stock Holding History

1 North Wealth Services’s Portfolio IOSP Stock Details IOSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$10K Sell
100
-75
-43% -$7.17K 0.01% 198
2019
Q3 		$16K Buy
+175
New +$15.7K 0.01% 130

Other funds holding IOSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1 North Wealth Services's IOSP Position: Q4 2019 in Review

1 North Wealth Services reduced its Innospec (IOSP) stake by 43% in Q4 2019, selling an estimated $7.17K and leaving 100 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #198.

1 North Wealth Services first reported a position in IOSP in Q3 2019 and has held it in 2 quarters since. The position peaked at $16K in Q3 2019. 206 funds tracked by Wall St. Rank hold IOSP as of Q4 2019.

  • 1 North Wealth Services held 100 shares of Innospec worth $10K as of Q4 2019.
  • 1 North Wealth Services sold 75 Innospec shares in Q4 2019, an estimated $7.17K.
  • Innospec made up 0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #198 holding.
  • 1 North Wealth Services first reported a position in Innospec in Q3 2019 and has held it in 2 quarters since.
  • 1 North Wealth Services's Innospec position peaked at $16K in Q3 2019.
  • 206 funds tracked by Wall St. Rank held Innospec as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.