Atlas Capital Advisors’s NewMarket NEU Stock Holding History

Atlas Capital Advisors’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
2023 Q3	–	Sell	-56	Closed	-$22.5K	–	905
2023 Q2	$22.5K	Buy	+56	New	+$21.8K	﹤0.01%	665

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Atlas Capital Advisors's NEU Position: Q3 2023 in Review

Atlas Capital Advisors sold out of NewMarket (NEU) in Q3 2023, closing a stake of 56 shares — an estimated $22.5K sold.

Atlas Capital Advisors first reported a position in NEU in Q2 2023 and held it in 1 quarter. The position peaked at $22.5K in Q2 2023. 279 funds tracked by Wall St. Rank hold NEU as of Q3 2023.

Atlas Capital Advisors reported no remaining NewMarket position as of Q3 2023 after selling out during the quarter.
Atlas Capital Advisors sold 56 NewMarket shares in Q3 2023, an estimated $22.5K.
Atlas Capital Advisors first reported a position in NewMarket in Q2 2023 and held it in 1 quarter.
Atlas Capital Advisors's NewMarket position peaked at $22.5K in Q2 2023.
279 funds tracked by Wall St. Rank held NewMarket as of Q3 2023.

Based on Atlas Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.