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Brandywine Oak Private Wealth’s Ashland ASH Stock Holding History

Brandywine Oak Private Wealth’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
-2,213
Closed -$227K – 244
2023
Q1 		$227K Hold
2,213
– – 0.03% 228
2022
Q4 		$238K Hold
2,213
– – 0.03% 224
2022
Q3 		$210K Hold
2,213
– – 0.03% 279
2022
Q2 		$228K Hold
2,213
– – 0.03% 287
2022
Q1 		$217K Hold
2,213
– – 0.02% 324
2021
Q4 		$238K Buy
+2,213
New +$223K 0.03% 314
2019
Q1 		– Sell
-167
Closed -$11K – 245
2018
Q4 		$11K Buy
+167
New +$12.9K ﹤0.01% 497

Other funds holding ASH

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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return