Opal Wealth Advisors’s NewMarket NEU Stock Holding History

Opal Wealth Advisors’s Portfolio NEU Stock Details NEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-14	Closed	-$7.22K	–	839
2024 Q2	$7.22K	Buy	+14	New	+$7.79K	﹤0.01%	727

Other funds holding NEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Opal Wealth Advisors's NEU Position: Q3 2024 in Review

Opal Wealth Advisors sold out of NewMarket (NEU) in Q3 2024, closing a stake of 14 shares — an estimated $7.22K sold.

Opal Wealth Advisors first reported a position in NEU in Q2 2024 and held it in 1 quarter. The position peaked at $7.22K in Q2 2024. 321 funds tracked by Wall St. Rank hold NEU as of Q3 2024.

Opal Wealth Advisors reported no remaining NewMarket position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 14 NewMarket shares in Q3 2024, an estimated $7.22K.
Opal Wealth Advisors first reported a position in NewMarket in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's NewMarket position peaked at $7.22K in Q2 2024.
321 funds tracked by Wall St. Rank held NewMarket as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.