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Bell Investment Advisors’s Quaker Houghton KWR Stock Holding History

Bell Investment Advisors’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4
Closed -$495 – 1940
2025
Q1 		$495 Buy
+4
New +$543 ﹤0.01% 1755
2023
Q4 		– Sell
-1
Closed -$160 – 1959
2023
Q3 		$160 Sell
1
-6
-86% -$1.07K ﹤0.01% 1908
2023
Q2 		$1.36K Buy
7
+2
+40% +$391 ﹤0.01% 1472
2023
Q1 		$990 Sell
5
-4
-44% -$765 ﹤0.01% 1578
2022
Q4 		$1.5K Sell
9
-4
-31% -$673 ﹤0.01% 1431
2022
Q3 		$2K Buy
13
+10
+333% +$1.64K ﹤0.01% 1140
2022
Q2 		$0 Buy
+3
New +$464 ﹤0.01% 1782

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RA
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State Street
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T. Rowe Price Investment Management
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Allspring Global Investments
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CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return