Wealthcare Advisory Partners’s Innospec IOSP Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-100	Closed	-$10K	–	1188
2021 Q1	$10K	Buy	+100	New	+$9.9K	﹤0.01%	1452
2020 Q2	–	Sell	-100	Closed	-$7K	–	844
2020 Q1	$7K	Hold	100	–	–	﹤0.01%	1011
2019 Q4	$10K	Hold	100	–	–	﹤0.01%	940
2019 Q3	$9K	Hold	100	–	–	﹤0.01%	945
2019 Q2	$9K	Hold	100	–	–	﹤0.01%	937
2019 Q1	$8K	Hold	100	–	–	﹤0.01%	865
2018 Q4	$6K	Hold	100	–	–	﹤0.01%	888
2018 Q3	$8K	Hold	100	–	–	﹤0.01%	896
2018 Q2	$8K	Buy	+100	New	+$7.5K	﹤0.01%	891

Other funds holding IOSP

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Wealthcare Advisory Partners's IOSP Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Innospec (IOSP) in Q2 2021, closing a stake of 100 shares — an estimated $10K sold.

Wealthcare Advisory Partners first reported a position in IOSP in Q2 2018 and held it in 9 quarters. The position peaked at $10K in Q1 2021. 180 funds tracked by Wall St. Rank hold IOSP as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Innospec position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 100 Innospec shares in Q2 2021, an estimated $10K.
Wealthcare Advisory Partners first reported a position in Innospec in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's Innospec position peaked at $10K in Q1 2021.
180 funds tracked by Wall St. Rank held Innospec as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.