AWM
ASH icon

Altium Wealth Management’s Ashland ASH Stock Holding History

Altium Wealth Management’s Portfolio ASH Stock Details ASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$223K Buy
+2,165
New +$222K 0.02% 338

Other funds holding ASH

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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Altium Wealth Management's ASH Position: Q2 2022 in Review

Altium Wealth Management opened a new position in Ashland (ASH) in Q2 2022: 2,165 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #338 among its holdings.

336 funds tracked by Wall St. Rank hold ASH as of Q2 2022.

  • Altium Wealth Management held 2,165 shares of Ashland worth $223K as of Q2 2022.
  • Ashland was a new Altium Wealth Management position in Q2 2022.
  • Ashland made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #338 holding.
  • 336 funds tracked by Wall St. Rank held Ashland as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.