Legacy Financial Group (Iowa)
NGVT icon

Legacy Financial Group (Iowa)’s Ingevity NGVT Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio NGVT Stock Details NGVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21
Closed -$1K – 339
2023
Q3 		$1K Buy
+21
New +$1.15K ﹤0.01% 517

Other funds holding NGVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Legacy Financial Group (Iowa)'s NGVT Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Ingevity (NGVT) in Q4 2023, closing a stake of 21 shares — an estimated $1K sold.

Legacy Financial Group (Iowa) first reported a position in NGVT in Q3 2023 and held it in 1 quarter. The position peaked at $1K in Q3 2023. 252 funds tracked by Wall St. Rank hold NGVT as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Ingevity position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 21 Ingevity shares in Q4 2023, an estimated $1K.
  • Legacy Financial Group (Iowa) first reported a position in Ingevity in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Ingevity position peaked at $1K in Q3 2023.
  • 252 funds tracked by Wall St. Rank held Ingevity as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.