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Graves Light Lenhart Wealth’s NewMarket NEU Stock Holding History

Graves Light Lenhart Wealth’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
2021
Q2 		– Sell
-113
Closed -$43K – 736
2021
Q1 		$43K Hold
113
– – 0.01% 403
2020
Q4 		$45K Buy
+113
New +$42.1K 0.01% 386

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Graves Light Lenhart Wealth's NEU Position: Q2 2021 in Review

Graves Light Lenhart Wealth sold out of NewMarket (NEU) in Q2 2021, closing a stake of 113 shares — an estimated $43K sold.

Graves Light Lenhart Wealth first reported a position in NEU in Q4 2020 and held it in 2 quarters. The position peaked at $45K in Q4 2020. 249 funds tracked by Wall St. Rank hold NEU as of Q2 2021.

  • Graves Light Lenhart Wealth reported no remaining NewMarket position as of Q2 2021 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 113 NewMarket shares in Q2 2021, an estimated $43K.
  • Graves Light Lenhart Wealth first reported a position in NewMarket in Q4 2020 and held it in 2 quarters.
  • Graves Light Lenhart Wealth's NewMarket position peaked at $45K in Q4 2020.
  • 249 funds tracked by Wall St. Rank held NewMarket as of Q2 2021.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2021, filed 12 Jul 2021.