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Angeles Wealth Management’s Ashland ASH Stock Holding History

Angeles 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
Q3 		– Sell
-5,237
Closed -$540K – 215
2022
Q2 		$540K Sell
5,237
-1,155
-18% -$118K 0.11% 100
2022
Q1 		$629K Buy
+6,392
New +$614K 0.12% 91

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Angeles Wealth Management's ASH Position: Q3 2022 in Review

Angeles Wealth Management sold out of Ashland (ASH) in Q3 2022, closing a stake of 5,237 shares — an estimated $540K sold.

Angeles Wealth Management first reported a position in ASH in Q1 2022 and held it in 2 quarters. The position peaked at $629K in Q1 2022. 336 funds tracked by Wall St. Rank hold ASH as of Q3 2022.

  • Angeles Wealth Management reported no remaining Ashland position as of Q3 2022 after selling out during the quarter.
  • Angeles Wealth Management sold 5,237 Ashland shares in Q3 2022, an estimated $540K.
  • Angeles Wealth Management first reported a position in Ashland in Q1 2022 and held it in 2 quarters.
  • Angeles Wealth Management's Ashland position peaked at $629K in Q1 2022.
  • 336 funds tracked by Wall St. Rank held Ashland as of Q3 2022.

Based on Angeles Wealth Management's 13F filing for Q3 2022, filed 3 Nov 2022.