TCI Wealth Advisors’s Innospec IOSP Stock Holding History

TCI 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 Q2	–	Sell	-54	Closed	-$5.54K	–	1177
2023 Q1	$5.54K	Hold	54	–	–	﹤0.01%	1456
2022 Q4	$5.55K	Hold	54	–	–	﹤0.01%	1451
2022 Q3	$5K	Buy	54 +2	+4%	+$189	﹤0.01%	1467
2022 Q2	$5K	Hold	52	–	–	﹤0.01%	1491
2022 Q1	$5K	Hold	52	–	–	﹤0.01%	1555
2021 Q4	$5K	Hold	52	–	–	﹤0.01%	1666
2021 Q3	$4K	Buy	+52	New	+$4.64K	﹤0.01%	1764
2020 Q4	–	Sell	-50	Closed	-$3K	–	1595
2020 Q3	$3K	Hold	50	–	–	﹤0.01%	959
2020 Q2	$4K	Hold	50	–	–	﹤0.01%	815
2020 Q1	$3K	Hold	50	–	–	﹤0.01%	878
2019 Q4	$5K	Hold	50	–	–	﹤0.01%	849
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	867
2019 Q2	$5K	Hold	50	–	–	﹤0.01%	769
2019 Q1	$4K	Hold	50	–	–	﹤0.01%	848
2018 Q4	$3K	Buy	+50	New	+$3.44K	﹤0.01%	900

Other funds holding IOSP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return