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Tarbox Family Office’s Innospec IOSP Stock Holding History

Tarbox Family Office’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
Q2 		– Sell
-22
Closed -$2K – 1173
2021
Q1 		$2K Hold
22
– – ﹤0.01% 891
2020
Q4 		$2K Sell
22
-8
-27% -$620 ﹤0.01% 844
2020
Q3 		$2K Hold
30
– – ﹤0.01% 788
2020
Q2 		$2K Hold
30
– – ﹤0.01% 779
2020
Q1 		$2K Buy
+30
New +$2.74K ﹤0.01% 655

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 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

Tarbox Family Office's IOSP Position: Q2 2021 in Review

Tarbox Family Office sold out of Innospec (IOSP) in Q2 2021, closing a stake of 22 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in IOSP in Q1 2020 and held it in 5 quarters. The position peaked at $2K in Q1 2021. 180 funds tracked by Wall St. Rank hold IOSP as of Q2 2021.

  • Tarbox Family Office reported no remaining Innospec position as of Q2 2021 after selling out during the quarter.
  • Tarbox Family Office sold 22 Innospec shares in Q2 2021, an estimated $2K.
  • Tarbox Family Office first reported a position in Innospec in Q1 2020 and held it in 5 quarters.
  • Tarbox Family Office's Innospec position peaked at $2K in Q1 2021.
  • 180 funds tracked by Wall St. Rank held Innospec as of Q2 2021.

Based on Tarbox Family Office's 13F filing for Q2 2021, filed 16 Jul 2021.