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Cassady Schiller Wealth Management’s Associated Banc-Corp ASB Stock Holding History

Cassady Schiller Wealth Management’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
2022
Q1 		– Sell
-7
Closed – – 145
2021
Q4 		$0 Buy
+7
New +$158 ﹤0.01% 548

Other funds holding ASB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Cassady Schiller Wealth Management's ASB Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of Associated Banc-Corp (ASB) in Q1 2022, closing a stake of 7 shares.

Cassady Schiller Wealth Management first reported a position in ASB in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 294 funds tracked by Wall St. Rank hold ASB as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining Associated Banc-Corp position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 7 Associated Banc-Corp shares in Q1 2022.
  • Cassady Schiller Wealth Management first reported a position in Associated Banc-Corp in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Associated Banc-Corp position peaked at $0 in Q4 2021.
  • 294 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.