WA
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WealthTrust Axiom’s Quaker Houghton KWR Stock Holding History

WealthTrust Axiom’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
-1,000
Closed -$213K – 266
2023
Q4 		$213K Buy
+1,000
New +$172K 0.07% 212
2022
Q1 		– Sell
-1,000
Closed -$230K – 277
2021
Q4 		$230K Hold
1,000
– – 0.07% 210
2021
Q3 		$237K Hold
1,000
– – 0.08% 199
2021
Q2 		$237K Hold
1,000
– – 0.08% 207
2021
Q1 		$243K Hold
1,000
– – 0.08% 187
2020
Q4 		$253K Buy
+1,000
New +$226K 0.09% 179
2019
Q3 		– Sell
-1,000
Closed -$202K – 240
2019
Q2 		$202K Hold
1,000
– – 0.07% 200
2019
Q1 		$200K Buy
+1,000
New +$199K 0.07% 204
2018
Q4 		– Sell
-1,000
Closed -$202K – 225
2018
Q3 		$202K Buy
+1,000
New +$175K 0.07% 206

Other funds holding KWR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return