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Crewe Advisors’s Associated Banc-Corp ASB Stock Holding History

Crewe Advisors’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
2023
Q4 		– Sell
-15
Closed -$257 – 434
2023
Q3 		$257 Buy
15
+7
+88% +$123 ﹤0.01% 431
2023
Q2 		$130 Buy
+8
New +$132 ﹤0.01% 811
2022
Q2 		– Sell
-337
Closed -$8K – 1138
2022
Q1 		$8K Hold
337
– – ﹤0.01% 372
2021
Q4 		$8K Buy
+337
New +$7.62K ﹤0.01% 321

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Crewe Advisors's ASB Position: Q4 2023 in Review

Crewe Advisors sold out of Associated Banc-Corp (ASB) in Q4 2023, closing a stake of 15 shares — an estimated $257 sold.

Crewe Advisors first reported a position in ASB in Q4 2021 and held it in 4 quarters. The position peaked at $8K in Q1 2022. 275 funds tracked by Wall St. Rank hold ASB as of Q4 2023.

  • Crewe Advisors reported no remaining Associated Banc-Corp position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 15 Associated Banc-Corp shares in Q4 2023, an estimated $257.
  • Crewe Advisors first reported a position in Associated Banc-Corp in Q4 2021 and held it in 4 quarters.
  • Crewe Advisors's Associated Banc-Corp position peaked at $8K in Q1 2022.
  • 275 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.