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Center for Financial Planning’s Quaker Houghton KWR Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-10
Closed -$1K – 608
2022
Q3 		$1K Buy
+10
New +$1.64K ﹤0.01% 601

Other funds holding KWR

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Center for Financial Planning's KWR Position: Q4 2022 in Review

Center for Financial Planning sold out of Quaker Houghton (KWR) in Q4 2022, closing a stake of 10 shares — an estimated $1K sold.

Center for Financial Planning first reported a position in KWR in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 224 funds tracked by Wall St. Rank hold KWR as of Q4 2022.

  • Center for Financial Planning reported no remaining Quaker Houghton position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 10 Quaker Houghton shares in Q4 2022, an estimated $1K.
  • Center for Financial Planning first reported a position in Quaker Houghton in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Quaker Houghton position peaked at $1K in Q3 2022.
  • 224 funds tracked by Wall St. Rank held Quaker Houghton as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.