Claro Advisors’s Innospec IOSP Stock Holding History

Claro Advisors’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	-2,000	Closed	-$220K	–	531
2024 Q4	$220K	Buy	+2,000	New	+$229K	0.03%	441

Other funds holding IOSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Claro Advisors's IOSP Position: Q1 2025 in Review

Claro Advisors sold out of Innospec (IOSP) in Q1 2025, closing a stake of 2,000 shares — an estimated $220K sold.

Claro Advisors first reported a position in IOSP in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 272 funds tracked by Wall St. Rank hold IOSP as of Q1 2025.

Claro Advisors reported no remaining Innospec position as of Q1 2025 after selling out during the quarter.
Claro Advisors sold 2,000 Innospec shares in Q1 2025, an estimated $220K.
Claro Advisors first reported a position in Innospec in Q4 2024 and held it in 1 quarter.
Claro Advisors's Innospec position peaked at $220K in Q4 2024.
272 funds tracked by Wall St. Rank held Innospec as of Q1 2025.

Based on Claro Advisors's 13F filing for Q1 2025, filed 12 May 2025.