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Toth Financial Advisory’s Innospec IOSP Stock Holding History

Toth Financial Advisory’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
-915
Closed -$93.9K – 830
2023
Q1 		$93.9K Hold
915
– – 0.01% 225
2022
Q4 		$94.1K Hold
915
– – 0.02% 228
2022
Q3 		$78K Buy
915
+75
+9% +$7.08K 0.01% 232
2022
Q2 		$80K Buy
+840
New +$81.6K 0.01% 230

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Toth Financial Advisory's IOSP Position: Q2 2023 in Review

Toth Financial Advisory sold out of Innospec (IOSP) in Q2 2023, closing a stake of 915 shares — an estimated $93.9K sold.

Toth Financial Advisory first reported a position in IOSP in Q2 2022 and held it in 4 quarters. The position peaked at $94.1K in Q4 2022. 204 funds tracked by Wall St. Rank hold IOSP as of Q2 2023.

  • Toth Financial Advisory reported no remaining Innospec position as of Q2 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 915 Innospec shares in Q2 2023, an estimated $93.9K.
  • Toth Financial Advisory first reported a position in Innospec in Q2 2022 and held it in 4 quarters.
  • Toth Financial Advisory's Innospec position peaked at $94.1K in Q4 2022.
  • 204 funds tracked by Wall St. Rank held Innospec as of Q2 2023.

Based on Toth Financial Advisory's 13F filing for Q2 2023, filed 24 Jul 2023.