Financial Engines Advisors
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Financial Engines Advisors’s Associated Banc-Corp ASB Stock Holding History

Financial Engines 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
2024
Q4 		– Sell
-19,538
Closed -$421K – 445
2024
Q3 		$421K Hold
19,538
– – ﹤0.01% 295
2024
Q2 		$413K Hold
19,538
– – ﹤0.01% 276
2024
Q1 		$420K Hold
19,538
– – ﹤0.01% 258
2023
Q4 		$418K Hold
19,538
– – ﹤0.01% 243
2023
Q3 		$334K Hold
19,538
– – ﹤0.01% 234
2023
Q2 		$317K Hold
19,538
– – ﹤0.01% 237
2023
Q1 		$351K Hold
19,538
– – ﹤0.01% 230
2022
Q4 		$451K Hold
19,538
– – ﹤0.01% 221
2022
Q3 		$392K Hold
19,538
– – ﹤0.01% 217
2022
Q2 		$356K Hold
19,538
– – ﹤0.01% 229
2022
Q1 		$445K Hold
19,538
– – ﹤0.01% 211
2021
Q4 		$441K Hold
19,538
– – ﹤0.01% 170
2021
Q3 		$418K Buy
+19,538
New +$397K ﹤0.01% 186
2021
Q2 		– Sell
-19,538
Closed -$417K – 212
2021
Q1 		$417K Hold
19,538
– – ﹤0.01% 174
2020
Q4 		$333K Hold
19,538
– – ﹤0.01% 194
2020
Q3 		$247K Hold
19,538
– – ﹤0.01% 208
2020
Q2 		$267K Buy
+19,538
New +$266K ﹤0.01% 164

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return

Financial Engines Advisors's ASB Position: Q4 2024 in Review

Financial Engines Advisors sold out of Associated Banc-Corp (ASB) in Q4 2024, closing a stake of 19,538 shares — an estimated $421K sold.

Financial Engines Advisors first reported a position in ASB in Q2 2020 and held it in 17 quarters. The position peaked at $451K in Q4 2022. 306 funds tracked by Wall St. Rank hold ASB as of Q4 2024.

  • Financial Engines Advisors reported no remaining Associated Banc-Corp position as of Q4 2024 after selling out during the quarter.
  • Financial Engines Advisors sold 19,538 Associated Banc-Corp shares in Q4 2024, an estimated $421K.
  • Financial Engines Advisors first reported a position in Associated Banc-Corp in Q2 2020 and held it in 17 quarters.
  • Financial Engines Advisors's Associated Banc-Corp position peaked at $451K in Q4 2022.
  • 306 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q4 2024.

Based on Financial Engines Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.