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Sutton Wealth Advisors’s Innospec IOSP Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-124
Closed -$12.8K – 1167
2022
Q4 		$12.8K Sell
124
-1
-0.8% -$102 ﹤0.01% 851
2022
Q3 		$10.7K Sell
125
-50
-29% -$4.72K ﹤0.01% 869
2022
Q2 		$16.8K Hold
175
– – 0.01% 735
2022
Q1 		$16.2K Buy
175
+67
+62% +$6.34K 0.01% 785
2021
Q4 		$9.76K Buy
108
+13
+14% +$1.15K ﹤0.01% 939
2021
Q3 		$8K Sell
95
-72
-43% -$6.42K ﹤0.01% 980
2021
Q2 		$15.1K Buy
167
+26
+18% +$2.58K 0.01% 784
2021
Q1 		$14.5K Buy
+141
New +$14K 0.01% 769
2020
Q3 		– Sell
-65
Closed -$5.02K – 1231
2020
Q2 		$5.02K Buy
65
+1
+2% +$73 ﹤0.01% 886
2020
Q1 		$4.45K Sell
64
-348
-84% -$31.8K ﹤0.01% 844
2019
Q4 		$42.6K Hold
412
– – 0.02% 353
2019
Q3 		$36.7K Hold
412
– – 0.02% 389
2019
Q2 		$37.6K Buy
+412
New +$34.7K 0.02% 379
2019
Q1 		– Sell
-418
Closed -$25.8K – 1196
2018
Q4 		$25.8K Hold
418
– – 0.02% 443
2018
Q3 		$32.1K Hold
418
– – 0.02% 415
2018
Q2 		$32K Hold
418
– – 0.02% 411
2018
Q1 		$28.7K Buy
418
+82
+24% +$5.7K 0.02% 433
2017
Q4 		$23.7K Buy
+336
New +$22.4K 0.02% 498
2017
Q3 		– Sell
-246
Closed -$16.1K – 1095
2017
Q2 		$16.1K Buy
246
+13
+6% +$835 0.01% 603
2017
Q1 		$15.1K Hold
233
– – 0.01% 602
2016
Q4 		$16K Buy
+233
New +$15K 0.01% 567

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sutton Wealth Advisors's IOSP Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Innospec (IOSP) in Q1 2023, closing a stake of 124 shares — an estimated $12.8K sold.

Sutton Wealth Advisors first reported a position in IOSP in Q4 2016 and held it in 21 quarters. The position peaked at $42.6K in Q4 2019. 219 funds tracked by Wall St. Rank hold IOSP as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Innospec position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 124 Innospec shares in Q1 2023, an estimated $12.8K.
  • Sutton Wealth Advisors first reported a position in Innospec in Q4 2016 and held it in 21 quarters.
  • Sutton Wealth Advisors's Innospec position peaked at $42.6K in Q4 2019.
  • 219 funds tracked by Wall St. Rank held Innospec as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.