AWA
ASH icon

Arkadios Wealth Advisors’s Ashland ASH Stock Holding History

Arkadios Wealth Advisors’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
2025
Q4 		– Sell
-9,992
Closed -$479K – 1568
2025
Q3 		$479K Buy
9,992
+143
+1% +$7.51K 0.01% 948
2025
Q2 		$495K Sell
9,849
-178
-2% -$9.05K 0.01% 849
2025
Q1 		$594K Buy
+10,027
New +$639K 0.02% 644
2021
Q3 		– Sell
-428
Closed -$37K – 1862
2021
Q2 		$37K Buy
428
+1
+0.2% +$90 ﹤0.01% 1028
2021
Q1 		$37K Buy
427
+195
+84% +$16.8K 0.01% 779
2020
Q4 		$18K Buy
232
+69
+42% +$5.21K ﹤0.01% 777
2020
Q3 		$12.4K Sell
163
-34
-17% -$2.52K 0.01% 703
2020
Q2 		$13.7K Hold
197
– – 0.01% 618
2020
Q1 		$9.86K Buy
197
+163
+479% +$11.2K 0.01% 639
2019
Q4 		$2.77K Buy
+34
New +$2.58K ﹤0.01% 782

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SI
Standard Investments New York $1.7B AUM 4.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return