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Arkadios Wealth Advisors’s Associated Banc-Corp ASB Stock Holding History

Arkadios Wealth Advisors’s Portfolio ASB Stock Details ASB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-51
Closed -$1.05K – 1210
2019
Q4 		$1.05K Buy
+51
New +$1.08K ﹤0.01% 886

Other funds holding ASB

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arkadios Wealth Advisors's ASB Position: Q1 2020 in Review

Arkadios Wealth Advisors sold out of Associated Banc-Corp (ASB) in Q1 2020, closing a stake of 51 shares — an estimated $1.05K sold.

Arkadios Wealth Advisors first reported a position in ASB in Q4 2019 and held it in 1 quarter. The position peaked at $1.05K in Q4 2019. 248 funds tracked by Wall St. Rank hold ASB as of Q1 2020.

  • Arkadios Wealth Advisors reported no remaining Associated Banc-Corp position as of Q1 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 51 Associated Banc-Corp shares in Q1 2020, an estimated $1.05K.
  • Arkadios Wealth Advisors first reported a position in Associated Banc-Corp in Q4 2019 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Associated Banc-Corp position peaked at $1.05K in Q4 2019.
  • 248 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q1 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2020, filed 14 May 2020.