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FSC Wealth Advisors’s NewMarket NEU Stock Holding History

FSC Wealth Advisors’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 		– Sell
-72
Closed -$39.3K – 286
2023
Q4 		$39.3K Buy
+72
New +$36.2K 0.03% 114

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

FSC Wealth Advisors's NEU Position: Q1 2024 in Review

FSC Wealth Advisors sold out of NewMarket (NEU) in Q1 2024, closing a stake of 72 shares — an estimated $39.3K sold.

FSC Wealth Advisors first reported a position in NEU in Q4 2023 and held it in 1 quarter. The position peaked at $39.3K in Q4 2023. 327 funds tracked by Wall St. Rank hold NEU as of Q1 2024.

  • FSC Wealth Advisors reported no remaining NewMarket position as of Q1 2024 after selling out during the quarter.
  • FSC Wealth Advisors sold 72 NewMarket shares in Q1 2024, an estimated $39.3K.
  • FSC Wealth Advisors first reported a position in NewMarket in Q4 2023 and held it in 1 quarter.
  • FSC Wealth Advisors's NewMarket position peaked at $39.3K in Q4 2023.
  • 327 funds tracked by Wall St. Rank held NewMarket as of Q1 2024.

Based on FSC Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.