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LGT Financial Advisors’s Innospec IOSP Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-42
Closed -$4.62K – 515
2024
Q4 		$4.62K Hold
42
– – 0.01% 566
2024
Q3 		$4.75K Hold
42
– – 0.01% 545
2024
Q2 		$5.19K Hold
42
– – 0.01% 591
2024
Q1 		$5.42K Hold
42
– – 0.01% 612
2023
Q4 		$5.18K Hold
42
– – 0.01% 622
2023
Q3 		$4.29K Buy
+42
New +$4.39K 0.01% 656

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

LGT Financial Advisors's IOSP Position: Q1 2025 in Review

LGT Financial Advisors sold out of Innospec (IOSP) in Q1 2025, closing a stake of 42 shares — an estimated $4.62K sold.

LGT Financial Advisors first reported a position in IOSP in Q3 2023 and held it in 6 quarters. The position peaked at $5.42K in Q1 2024. 272 funds tracked by Wall St. Rank hold IOSP as of Q1 2025.

  • LGT Financial Advisors reported no remaining Innospec position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 42 Innospec shares in Q1 2025, an estimated $4.62K.
  • LGT Financial Advisors first reported a position in Innospec in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Innospec position peaked at $5.42K in Q1 2024.
  • 272 funds tracked by Wall St. Rank held Innospec as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.