Advisornet Financial’s Innospec IOSP Stock Holding History

Advisornet Financial’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
2024 Q1	–	Sell	-4	Closed	-$493	–	2276
2023 Q4	$493	Sell	4 -1	-20%	-$106	﹤0.01%	2111
2023 Q3	$511	Sell	5 -1	-17%	-$104	﹤0.01%	1977
2023 Q2	$603	Sell	6 -1	-14%	-$100	﹤0.01%	2013
2023 Q1	$719	Buy	7 +3	+75%	+$323	﹤0.01%	1978
2022 Q4	$411	Buy	+4	New	+$406	﹤0.01%	2070
2022 Q3	–	Sell	-200	Closed	-$19K	–	1948
2022 Q2	$19K	Hold	200	–	–	﹤0.01%	1142
2022 Q1	$19K	Hold	200	–	–	﹤0.01%	1263
2021 Q4	$18K	Hold	200	–	–	﹤0.01%	1314
2021 Q3	$17K	Hold	200	–	–	﹤0.01%	1296
2021 Q2	$18K	Hold	200	–	–	﹤0.01%	1261
2021 Q1	$21K	Hold	200	–	–	﹤0.01%	1179
2020 Q4	$18K	Hold	200	–	–	﹤0.01%	1156
2020 Q3	$13K	Hold	200	–	–	﹤0.01%	1205
2020 Q2	$15K	Hold	200	–	–	﹤0.01%	1190
2020 Q1	$14K	Hold	200	–	–	﹤0.01%	1170
2019 Q4	$21K	Hold	200	–	–	﹤0.01%	1174
2019 Q3	$18K	Buy	+200	New	+$17.9K	﹤0.01%	1214

Other funds holding IOSP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return