TFO Wealth Partners’s Quaker Houghton KWR Stock Holding History

TFO Wealth Partners’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
2024 Q1	–	Sell	-2	Closed	-$427	–	870
2023 Q4	$427	Hold	2	–	–	﹤0.01%	378
2023 Q3	$390	Buy	+2	New	+$357	﹤0.01%	539

Other funds holding KWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

TFO Wealth Partners's KWR Position: Q1 2024 in Review

TFO Wealth Partners sold out of Quaker Houghton (KWR) in Q1 2024, closing a stake of 2 shares — an estimated $427 sold.

TFO Wealth Partners first reported a position in KWR in Q3 2023 and held it in 2 quarters. The position peaked at $427 in Q4 2023. 286 funds tracked by Wall St. Rank hold KWR as of Q1 2024.

TFO Wealth Partners reported no remaining Quaker Houghton position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 2 Quaker Houghton shares in Q1 2024, an estimated $427.
TFO Wealth Partners first reported a position in Quaker Houghton in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's Quaker Houghton position peaked at $427 in Q4 2023.
286 funds tracked by Wall St. Rank held Quaker Houghton as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.