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Harvest Group Wealth Management’s Innospec IOSP Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-2
Closed – – 350
2020
Q4 		$0 Hold
2
– – ﹤0.01% 740
2020
Q3 		$0 Hold
2
– – ﹤0.01% 692
2020
Q2 		$0 Hold
2
– – ﹤0.01% 650
2020
Q1 		$0 Sell
2
-34
-94% -$3.11K ﹤0.01% 722
2019
Q4 		$3K Hold
36
– – ﹤0.01% 507
2019
Q3 		$3K Hold
36
– – ﹤0.01% 560
2019
Q2 		$3K Hold
36
– – ﹤0.01% 453
2019
Q1 		$3K Buy
+36
New +$2.68K ﹤0.01% 502

Other funds holding IOSP

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Harvest Group Wealth Management's IOSP Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Innospec (IOSP) in Q1 2021, closing a stake of 2 shares.

Harvest Group Wealth Management first reported a position in IOSP in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q4 2019. 180 funds tracked by Wall St. Rank hold IOSP as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Innospec position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 2 Innospec shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Innospec in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Innospec position peaked at $3K in Q4 2019.
  • 180 funds tracked by Wall St. Rank held Innospec as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.