BBJS Financial Advisors’s Ashland ASH Stock Holding History

BBJS Financial 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
2023 Q2	–	Sell	-55	Closed	-$5.68K	–	124
2023 Q1	$5.68K	Hold	55	–	–	﹤0.01%	96
2022 Q4	$5.93K	Buy	+55	New	+$5.8K	﹤0.01%	104

Other funds holding ASH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BBJS Financial Advisors's ASH Position: Q2 2023 in Review

BBJS Financial Advisors sold out of Ashland (ASH) in Q2 2023, closing a stake of 55 shares — an estimated $5.68K sold.

BBJS Financial Advisors first reported a position in ASH in Q4 2022 and held it in 2 quarters. The position peaked at $5.93K in Q4 2022. 338 funds tracked by Wall St. Rank hold ASH as of Q2 2023.

BBJS Financial Advisors reported no remaining Ashland position as of Q2 2023 after selling out during the quarter.
BBJS Financial Advisors sold 55 Ashland shares in Q2 2023, an estimated $5.68K.
BBJS Financial Advisors first reported a position in Ashland in Q4 2022 and held it in 2 quarters.
BBJS Financial Advisors's Ashland position peaked at $5.93K in Q4 2022.
338 funds tracked by Wall St. Rank held Ashland as of Q2 2023.

Based on BBJS Financial Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.