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TFO Wealth Partners’s Innospec IOSP Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-1
Closed -$129 – 396
2024
Q1 		$129 Hold
1
– – ﹤0.01% 592
2023
Q4 		$123 Hold
1
– – ﹤0.01% 763
2023
Q3 		$100 Hold
1
– – ﹤0.01% 974
2023
Q2 		$100 Hold
1
– – ﹤0.01% 665
2023
Q1 		$103 Sell
1
-8
-89% -$861 ﹤0.01% 638
2022
Q4 		$902 Buy
+9
New +$914 ﹤0.01% 389

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

TFO Wealth Partners's IOSP Position: Q2 2024 in Review

TFO Wealth Partners sold out of Innospec (IOSP) in Q2 2024, closing a stake of 1 share — an estimated $129 sold.

TFO Wealth Partners first reported a position in IOSP in Q4 2022 and held it in 6 quarters. The position peaked at $902 in Q4 2022. 265 funds tracked by Wall St. Rank hold IOSP as of Q2 2024.

  • TFO Wealth Partners reported no remaining Innospec position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Innospec share in Q2 2024, an estimated $129.
  • TFO Wealth Partners first reported a position in Innospec in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Innospec position peaked at $902 in Q4 2022.
  • 265 funds tracked by Wall St. Rank held Innospec as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.