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SYSTM Wealth Solutions’s Innospec IOSP Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-175
Closed -$21.6K – 355
2024
Q2 		$21.6K Hold
175
– – ﹤0.01% 363
2024
Q1 		$22.6K Buy
175
+16
+10% +$1.94K ﹤0.01% 682
2023
Q4 		$19.6K Buy
+159
New +$16.9K ﹤0.01% 722

Other funds holding IOSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $59.7B AUM 29.08% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SYSTM Wealth Solutions's IOSP Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Innospec (IOSP) in Q3 2024, closing a stake of 175 shares — an estimated $21.6K sold.

SYSTM Wealth Solutions first reported a position in IOSP in Q4 2023 and held it in 3 quarters. The position peaked at $22.6K in Q1 2024. 259 funds tracked by Wall St. Rank hold IOSP as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Innospec position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 175 Innospec shares in Q3 2024, an estimated $21.6K.
  • SYSTM Wealth Solutions first reported a position in Innospec in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Innospec position peaked at $22.6K in Q1 2024.
  • 259 funds tracked by Wall St. Rank held Innospec as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.