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Abich Financial Wealth Management’s NewMarket NEU Stock Holding History

Abich Financial Wealth Management’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6
Closed -$3.09K – 695
2024
Q2 		$3.09K Buy
6
+1
+20% +$556 ﹤0.01% 410
2024
Q1 		$3.17K Buy
5
+3
+150% +$1.8K ﹤0.01% 335
2023
Q4 		$1.09K Buy
+2
New +$1.01K ﹤0.01% 371

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Abich Financial Wealth Management's NEU Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of NewMarket (NEU) in Q3 2024, closing a stake of 6 shares — an estimated $3.09K sold.

Abich Financial Wealth Management first reported a position in NEU in Q4 2023 and held it in 3 quarters. The position peaked at $3.17K in Q1 2024. 321 funds tracked by Wall St. Rank hold NEU as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining NewMarket position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 6 NewMarket shares in Q3 2024, an estimated $3.09K.
  • Abich Financial Wealth Management first reported a position in NewMarket in Q4 2023 and held it in 3 quarters.
  • Abich Financial Wealth Management's NewMarket position peaked at $3.17K in Q1 2024.
  • 321 funds tracked by Wall St. Rank held NewMarket as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.