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LGT Financial Advisors’s Quaker Houghton KWR Stock Holding History

LGT Financial Advisors’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16
Closed -$2.25K – 535
2024
Q4 		$2.25K Hold
16
– – 0.01% 671
2024
Q3 		$2.7K Hold
16
– – 0.01% 642
2024
Q2 		$2.71K Hold
16
– – 0.01% 702
2024
Q1 		$3.28K Hold
16
– – ﹤0.01% 682
2023
Q4 		$3.42K Hold
16
– – ﹤0.01% 697
2023
Q3 		$2.56K Buy
+16
New +$2.86K ﹤0.01% 762

Other funds holding KWR

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

LGT Financial Advisors sold out of Quaker Houghton (KWR) in Q1 2025, closing a stake of 16 shares — an estimated $2.25K sold.

LGT Financial Advisors first reported a position in KWR in Q3 2023 and held it in 6 quarters. The position peaked at $3.42K in Q4 2023. 283 funds tracked by Wall St. Rank hold KWR as of Q1 2025.

  • LGT Financial Advisors reported no remaining Quaker Houghton position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 16 Quaker Houghton shares in Q1 2025, an estimated $2.25K.
  • LGT Financial Advisors first reported a position in Quaker Houghton in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Quaker Houghton position peaked at $3.42K in Q4 2023.
  • 283 funds tracked by Wall St. Rank held Quaker Houghton as of Q1 2025.

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