Castle Financial & Retirement Planning Associates’s Ashland ASH Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$0	Buy	+1	New	+$101	﹤0.01%	207

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

NCMU

NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's ASH Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Ashland (ASH) in Q4 2021: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #207 among its holdings.

328 funds tracked by Wall St. Rank hold ASH as of Q4 2021.

Castle Financial & Retirement Planning Associates held 1 share of Ashland worth $0 as of Q4 2021.
Ashland was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Ashland made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #207 holding.
328 funds tracked by Wall St. Rank held Ashland as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.