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WealthTrak Capital Management’s Innospec IOSP Stock Holding History

WealthTrak Capital Management’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
2025
Q1 		– Sell
-1
Closed -$111 – 1046
2024
Q4 		$111 Buy
+1
New +$114 ﹤0.01% 901

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Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

WealthTrak Capital Management's IOSP Position: Q1 2025 in Review

WealthTrak Capital Management sold out of Innospec (IOSP) in Q1 2025, closing a stake of 1 share — an estimated $111 sold.

WealthTrak Capital Management first reported a position in IOSP in Q4 2024 and held it in 1 quarter. The position peaked at $111 in Q4 2024. 272 funds tracked by Wall St. Rank hold IOSP as of Q1 2025.

  • WealthTrak Capital Management reported no remaining Innospec position as of Q1 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 1 Innospec share in Q1 2025, an estimated $111.
  • WealthTrak Capital Management first reported a position in Innospec in Q4 2024 and held it in 1 quarter.
  • WealthTrak Capital Management's Innospec position peaked at $111 in Q4 2024.
  • 272 funds tracked by Wall St. Rank held Innospec as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.