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Safeguard Investment Advisory Group’s Quaker Houghton KWR Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-27
Closed -$6K – 423
2020
Q4 		$6K Buy
+27
New +$6.1K 0.01% 496

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Safeguard Investment Advisory Group's KWR Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Quaker Houghton (KWR) in Q1 2021, closing a stake of 27 shares — an estimated $6K sold.

Safeguard Investment Advisory Group first reported a position in KWR in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 225 funds tracked by Wall St. Rank hold KWR as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Quaker Houghton position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 27 Quaker Houghton shares in Q1 2021, an estimated $6K.
  • Safeguard Investment Advisory Group first reported a position in Quaker Houghton in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Quaker Houghton position peaked at $6K in Q4 2020.
  • 225 funds tracked by Wall St. Rank held Quaker Houghton as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.