TWA
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TCI Wealth Advisors’s Quaker Houghton KWR Stock Holding History

TCI Wealth Advisors’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-29
Closed -$5.74K – 1283
2023
Q1 		$5.74K Hold
29
– – ﹤0.01% 1432
2022
Q4 		$4.84K Hold
29
– – ﹤0.01% 1545
2022
Q3 		$4K Buy
29
+1
+4% +$164 ﹤0.01% 1625
2022
Q2 		$4K Sell
28
-54
-66% -$8.36K ﹤0.01% 1649
2022
Q1 		$14K Buy
82
+60
+273% +$11.9K ﹤0.01% 882
2021
Q4 		$5K Buy
22
+4
+22% +$968 ﹤0.01% 1674
2021
Q3 		$4K Buy
18
+4
+29% +$982 ﹤0.01% 1770
2021
Q2 		$3K Buy
14
+4
+40% +$957 ﹤0.01% 1784
2021
Q1 		$2K Buy
+10
New +$2.67K ﹤0.01% 1791
2020
Q2 		– Sell
-14
Closed -$2K – 1566
2020
Q1 		$2K Buy
+14
New +$2.27K ﹤0.01% 1026

Other funds holding KWR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return