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Dakota Wealth Management’s Innospec IOSP Stock Holding History

Dakota 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
2024
Q1 		– Sell
-2,279
Closed -$281K – 750
2023
Q4 		$281K Sell
2,279
-262
-10% -$27.9K 0.01% 533
2023
Q3 		$260K Sell
2,541
-67
-3% -$7K 0.01% 525
2023
Q2 		$262K Buy
2,608
+6
+0.2% +$601 0.01% 514
2023
Q1 		$267K Buy
2,602
+169
+7% +$18.2K 0.02% 492
2022
Q4 		$250K Buy
2,433
+80
+3% +$8.12K 0.02% 491
2022
Q3 		$202K Buy
2,353
+78
+3% +$7.37K 0.02% 504
2022
Q2 		$218K Buy
+2,275
New +$221K 0.02% 432

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Allspring Global Investments
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WA
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Dimensional Fund Advisors
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return