AWM
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Avior Wealth Management’s Innospec IOSP Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-47
Closed -$5.17K – 1523
2024
Q4 		$5.17K Buy
47
+7
+18% +$801 ﹤0.01% 1843
2024
Q3 		$4.52K Sell
40
-16
-29% -$1.86K ﹤0.01% 1810
2024
Q2 		$6.92K Sell
56
-88
-61% -$11K ﹤0.01% 1625
2024
Q1 		$18.6K Buy
+144
New +$17.5K ﹤0.01% 1638
2021
Q2 		– Sell
-150
Closed -$15K – 1085
2021
Q1 		$15K Hold
150
– – ﹤0.01% 692
2020
Q4 		$13K Hold
150
– – ﹤0.01% 672
2020
Q3 		$9K Hold
150
– – ﹤0.01% 704
2020
Q2 		$11K Hold
150
– – ﹤0.01% 655
2020
Q1 		$10K Hold
150
– – ﹤0.01% 574
2019
Q4 		$15K Hold
150
– – ﹤0.01% 558
2019
Q3 		$13K Buy
150
+50
+50% +$4.48K ﹤0.01% 564
2019
Q2 		$9K Hold
100
– – ﹤0.01% 606
2019
Q1 		$8K Hold
100
– – ﹤0.01% 545
2018
Q4 		$6K Hold
100
– – ﹤0.01% 604
2018
Q3 		$8K Hold
100
– – ﹤0.01% 599
2018
Q2 		$8K Hold
100
– – ﹤0.01% 606
2018
Q1 		$7K Hold
100
– – ﹤0.01% 608
2017
Q4 		$7K Hold
100
– – ﹤0.01% 624
2017
Q3 		$6K Hold
100
– – ﹤0.01% 374
2017
Q2 		$7K Hold
100
– – ﹤0.01% 343
2017
Q1 		$6K Hold
100
– – ﹤0.01% 399
2016
Q4 		$7K Hold
100
– – ﹤0.01% 365
2016
Q3 		$6K Hold
100
– – ﹤0.01% 372
2016
Q2 		$4K Hold
100
– – ﹤0.01% 388
2016
Q1 		$4K Hold
100
– – ﹤0.01% 405
2015
Q4 		$5K Buy
+100
New +$5.52K ﹤0.01% 364

Other funds holding IOSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Avior Wealth Management's IOSP Position: Q1 2025 in Review

Avior Wealth Management sold out of Innospec (IOSP) in Q1 2025, closing a stake of 47 shares — an estimated $5.17K sold.

Avior Wealth Management first reported a position in IOSP in Q4 2015 and held it in 26 quarters. The position peaked at $18.6K in Q1 2024. 272 funds tracked by Wall St. Rank hold IOSP as of Q1 2025.

  • Avior Wealth Management reported no remaining Innospec position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 47 Innospec shares in Q1 2025, an estimated $5.17K.
  • Avior Wealth Management first reported a position in Innospec in Q4 2015 and held it in 26 quarters.
  • Avior Wealth Management's Innospec position peaked at $18.6K in Q1 2024.
  • 272 funds tracked by Wall St. Rank held Innospec as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.