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WR Wealth Planners’s NewMarket NEU Stock Holding History

WR Wealth Planners’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$528 Hold
1
– – ﹤0.01% 979
2024
Q3 		$552 Hold
1
– – ﹤0.01% 1025
2024
Q2 		$516 Hold
1
– – ﹤0.01% 1015
2024
Q1 		$635 Buy
+1
New +$599 ﹤0.01% 1011

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's NEU Position: Q4 2024 in Review

WR Wealth Planners held its NewMarket (NEU) position steady in Q4 2024 at 1 share worth $528. The position accounts for ﹤0.01% of the portfolio, ranked #979.

WR Wealth Planners first reported a position in NEU in Q1 2024 and has held it in 4 quarters since. The position peaked at $635 in Q1 2024. 316 funds tracked by Wall St. Rank hold NEU as of Q4 2024.

  • WR Wealth Planners held 1 share of NewMarket worth $528 as of Q4 2024.
  • WR Wealth Planners left its NewMarket share count unchanged in Q4 2024.
  • NewMarket made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #979 holding.
  • WR Wealth Planners first reported a position in NewMarket in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's NewMarket position peaked at $635 in Q1 2024.
  • 316 funds tracked by Wall St. Rank held NewMarket as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.