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Heritage Wealth Management (Arizona)’s Innospec IOSP Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$9.88K Buy
96
+48
+100% +$4.87K ﹤0.01% 776
2022
Q3 		$4K Hold
48
– – ﹤0.01% 788
2022
Q2 		$4.6K Hold
48
– – ﹤0.01% 782
2022
Q1 		$4K Buy
+48
New +$4.54K ﹤0.01% 823
2021
Q3 		$4K Hold
48
– – ﹤0.01% 755
2021
Q2 		$4K Hold
48
– – ﹤0.01% 778
2021
Q1 		$5K Buy
+48
New +$4.75K ﹤0.01% 646

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IOSP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Innospec (IOSP) stake by 100% in Q4 2022, buying an estimated $4.87K and bringing the position to 96 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Heritage Wealth Management (Arizona) first reported a position in IOSP in Q1 2021 and has held it in 7 quarters since. 221 funds tracked by Wall St. Rank hold IOSP as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 96 shares of Innospec worth $9.88K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 48 Innospec shares in Q4 2022, an estimated $4.87K.
  • Innospec made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #776 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Innospec in Q1 2021 and has held it in 7 quarters since.
  • 221 funds tracked by Wall St. Rank held Innospec as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.