WAM
IPHS

Wealthspire Advisors (Maryland)’s Innophos Holdings, Inc. IPHS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio IPHS Stock Details IPHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-78
Closed -$2K – 2477
2019
Q1 		$2K Buy
78
+66
+550% +$1.98K ﹤0.01% 2257
2018
Q4 		$0 Sell
12
-38
-76% -$1.16K ﹤0.01% 2649
2018
Q3 		$2K Buy
50
+7
+16% +$320 ﹤0.01% 2236
2018
Q2 		$2K Buy
43
+9
+26% +$409 ﹤0.01% 2246
2018
Q1 		$1K Sell
34
-10
-23% -$438 ﹤0.01% 2454
2017
Q4 		$2K Buy
44
+30
+214% +$1.4K ﹤0.01% 2210
2017
Q3 		$1K Buy
+14
New +$631 ﹤0.01% 2191
2016
Q3 		– Sell
-550
Closed -$23K – 1847
2016
Q2 		$23K Hold
550
– – ﹤0.01% 962
2016
Q1 		$17K Hold
550
– – ﹤0.01% 1029
2015
Q4 		$16K Buy
+550
New +$19.4K ﹤0.01% 1058

Other funds holding IPHS

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Vanguard Group
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SBH
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Dimensional Fund Advisors
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return