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Spire Wealth Management’s Innospec IOSP Stock Holding History

Spire Wealth Management’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
2022
Q1 		– Sell
-580
Closed -$52K – 2691
2021
Q4 		$52K Buy
+580
New +$51.2K ﹤0.01% 1707
2021
Q2 		– Sell
-780
Closed -$80K – 2766
2021
Q1 		$80K Buy
+780
New +$77.2K ﹤0.01% 1493

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
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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Spire Wealth Management's IOSP Position: Q1 2022 in Review

Spire Wealth Management sold out of Innospec (IOSP) in Q1 2022, closing a stake of 580 shares — an estimated $52K sold.

Spire Wealth Management first reported a position in IOSP in Q1 2021 and held it in 2 quarters. The position peaked at $80K in Q1 2021. 188 funds tracked by Wall St. Rank hold IOSP as of Q1 2022.

  • Spire Wealth Management reported no remaining Innospec position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 580 Innospec shares in Q1 2022, an estimated $52K.
  • Spire Wealth Management first reported a position in Innospec in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Innospec position peaked at $80K in Q1 2021.
  • 188 funds tracked by Wall St. Rank held Innospec as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.