Acima Private Wealth’s NewMarket NEU Stock Holding History

Acima Private Wealth’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
2021 Q3	–	Sell	-80	Closed	-$26K	–	235
2021 Q2	$26K	Hold	80	–	–	0.01%	177
2021 Q1	$30K	Hold	80	–	–	0.01%	173
2020 Q4	$32K	Hold	80	–	–	0.02%	172
2020 Q3	$27K	Hold	80	–	–	0.02%	168
2020 Q2	$32K	Hold	80	–	–	0.02%	178
2020 Q1	$31K	Hold	80	–	–	0.02%	179
2019 Q4	$39K	Buy	+80	New	+$38.5K	0.03%	199

Other funds holding NEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acima Private Wealth's NEU Position: Q3 2021 in Review

Acima Private Wealth sold out of NewMarket (NEU) in Q3 2021, closing a stake of 80 shares — an estimated $26K sold.

Acima Private Wealth first reported a position in NEU in Q4 2019 and held it in 7 quarters. The position peaked at $39K in Q4 2019. 246 funds tracked by Wall St. Rank hold NEU as of Q3 2021.

Acima Private Wealth reported no remaining NewMarket position as of Q3 2021 after selling out during the quarter.
Acima Private Wealth sold 80 NewMarket shares in Q3 2021, an estimated $26K.
Acima Private Wealth first reported a position in NewMarket in Q4 2019 and held it in 7 quarters.
Acima Private Wealth's NewMarket position peaked at $39K in Q4 2019.
246 funds tracked by Wall St. Rank held NewMarket as of Q3 2021.

Based on Acima Private Wealth's 13F filing for Q3 2021, filed 9 Nov 2021.