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BBPWM
Blue Bell Private Wealth Management’s
Ashland
ASH
Stock Holding History
Blue Bell Private 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
2026
Q1
$8.34K
Hold
150
–
–
﹤0.01%
582
2025
Q4
$8.8K
Hold
150
–
–
﹤0.01%
569
2025
Q3
$7.19K
Buy
150
+50
+50%
+$2.63K
﹤0.01%
571
2025
Q2
$5.03K
Hold
100
–
–
﹤0.01%
583
2025
Q1
$5.93K
Hold
100
–
–
﹤0.01%
563
2024
Q4
$7.15K
Hold
100
–
–
﹤0.01%
526
2024
Q3
$8.7K
Hold
100
–
–
﹤0.01%
538
2024
Q2
$9.45K
Hold
100
–
–
﹤0.01%
526
2024
Q1
$9.74K
Buy
100
+82
+456%
+$7.34K
﹤0.01%
523
2023
Q4
$1.52K
Hold
18
–
–
﹤0.01%
642
2023
Q3
$1.47K
Hold
18
–
–
﹤0.01%
596
2023
Q2
$1.56K
Hold
18
–
–
﹤0.01%
602
2023
Q1
$1.85K
Hold
18
–
–
﹤0.01%
559
2022
Q4
$1.94K
Hold
18
–
–
﹤0.01%
566
2022
Q3
$2K
Hold
18
–
–
﹤0.01%
585
2022
Q2
$2K
Hold
18
–
–
﹤0.01%
627
2022
Q1
$2K
Buy
+18
New
+$1.73K
﹤0.01%
670
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1-Year Est. Return
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$1.91T AUM
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$4.04T AUM
AQR Capital Management
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$218B AUM
29.41%
1-Year Est. Return
FCM
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$9.73B AUM
55.65%
1-Year Est. Return
JFG
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$8.2B AUM
40.95%
1-Year Est. Return
Diamond Hill Capital Management
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$16B AUM
4.15%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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