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Financial Gravity Asset Management’s NewMarket NEU Stock Holding History

Financial Gravity Asset Management’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Hold
0
– – – 1655
2023
Q4 		– Hold
0
– – – 1350
2023
Q3 		– Sell
-402
Closed -$1.41K – 1576
2023
Q2 		$1.41K Buy
+402
New +$157K ﹤0.01% 726

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's NEU Position: Q1 2024 in Review

Financial Gravity Asset Management held its NewMarket (NEU) position steady in Q1 2024 at 0 shares worth $157. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Financial Gravity Asset Management first reported a position in NEU in Q2 2023 and has held it in 1 quarter since. The position peaked at $1.41K in Q2 2023. 327 funds tracked by Wall St. Rank hold NEU as of Q1 2024.

  • Financial Gravity Asset Management held 0 shares of NewMarket worth $157 as of Q1 2024.
  • Financial Gravity Asset Management left its NewMarket share count unchanged in Q1 2024.
  • NewMarket made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1655 holding.
  • Financial Gravity Asset Management first reported a position in NewMarket in Q2 2023 and has held it in 1 quarter since.
  • Financial Gravity Asset Management's NewMarket position peaked at $1.41K in Q2 2023.
  • 327 funds tracked by Wall St. Rank held NewMarket as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.