EW
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Evoke Wealth’s Ashland ASH Stock Holding History

Evoke 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
2026
Q1 		– Sell
-3,900
Closed -$229K – 718
2025
Q4 		$229K Sell
3,900
-1,044
-21% -$55.2K ﹤0.01% 600
2025
Q3 		$237K Buy
4,944
+118
+2% +$6.2K ﹤0.01% 562
2025
Q2 		$243K Buy
+4,826
New +$245K 0.01% 511
2022
Q4 		– Sell
-68
Closed -$6K – 411
2022
Q3 		$6K Hold
68
– – ﹤0.01% 836
2022
Q2 		$7K Hold
68
– – ﹤0.01% 821
2022
Q1 		$7K Hold
68
– – ﹤0.01% 827
2021
Q4 		$7K Hold
68
– – ﹤0.01% 833
2021
Q3 		$6K Hold
68
– – ﹤0.01% 807
2021
Q2 		$6K Hold
68
– – ﹤0.01% 818
2021
Q1 		$6K Hold
68
– – ﹤0.01% 790
2020
Q4 		$5K Hold
68
– – ﹤0.01% 701
2020
Q3 		$5K Hold
68
– – ﹤0.01% 651
2020
Q2 		$5K Buy
68
+48
+240% +$2.98K ﹤0.01% 653
2020
Q1 		$1K Hold
20
– – ﹤0.01% 926
2019
Q4 		$1.53K Hold
20
– – ﹤0.01% 1116
2019
Q3 		$1.54K Buy
+20
New +$1.52K ﹤0.01% 1254

Other funds holding ASH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SI
Standard Investments New York $1.7B AUM 4.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return