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Dynasty Wealth Management’s Ashland ASH Stock Holding History

Dynasty 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
2025
Q3 		– Sell
-4,869
Closed -$245K – 306
2025
Q2 		$245K Buy
4,869
+740
+18% +$37.6K ﹤0.01% 222
2025
Q1 		$245K Buy
+4,129
New +$263K ﹤0.01% 240
2024
Q4 		– Sell
-6,229
Closed -$542K – 250
2024
Q3 		$542K Buy
6,229
+325
+6% +$29.1K 0.02% 176
2024
Q2 		$558K Buy
5,904
+61
+1% +$5.93K 0.02% 182
2024
Q1 		$569K Buy
+5,843
New +$523K 0.02% 178

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return