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Financial Gravity Companies’s Quaker Houghton KWR Stock Holding History

Financial Gravity Companies’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
2024
Q4 		– Sell
-10
Closed -$1.69K – 994
2024
Q3 		$1.69K Buy
+10
New +$1.69K ﹤0.01% 531

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Financial Gravity Companies's KWR Position: Q4 2024 in Review

Financial Gravity Companies sold out of Quaker Houghton (KWR) in Q4 2024, closing a stake of 10 shares — an estimated $1.69K sold.

Financial Gravity Companies first reported a position in KWR in Q3 2024 and held it in 1 quarter. The position peaked at $1.69K in Q3 2024. 287 funds tracked by Wall St. Rank hold KWR as of Q4 2024.

  • Financial Gravity Companies reported no remaining Quaker Houghton position as of Q4 2024 after selling out during the quarter.
  • Financial Gravity Companies sold 10 Quaker Houghton shares in Q4 2024, an estimated $1.69K.
  • Financial Gravity Companies first reported a position in Quaker Houghton in Q3 2024 and held it in 1 quarter.
  • Financial Gravity Companies's Quaker Houghton position peaked at $1.69K in Q3 2024.
  • 287 funds tracked by Wall St. Rank held Quaker Houghton as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.