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Personal Wealth Partners’s Innospec IOSP Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-133
Closed -$12K – 221
2021
Q2 		$12K Buy
+133
New +$13.2K ﹤0.01% 254
2020
Q1 		– Sell
-266
Closed -$28K – 310
2019
Q4 		$28K Hold
266
– – 0.01% 178
2019
Q3 		$24K Buy
266
+133
+100% +$11.9K 0.01% 189
2019
Q2 		$12K Buy
+133
New +$11.2K 0.01% 206

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Personal Wealth Partners's IOSP Position: Q3 2021 in Review

Personal Wealth Partners sold out of Innospec (IOSP) in Q3 2021, closing a stake of 133 shares — an estimated $12K sold.

Personal Wealth Partners first reported a position in IOSP in Q2 2019 and held it in 4 quarters. The position peaked at $28K in Q4 2019. 187 funds tracked by Wall St. Rank hold IOSP as of Q3 2021.

  • Personal Wealth Partners reported no remaining Innospec position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 133 Innospec shares in Q3 2021, an estimated $12K.
  • Personal Wealth Partners first reported a position in Innospec in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Innospec position peaked at $28K in Q4 2019.
  • 187 funds tracked by Wall St. Rank held Innospec as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.