Financial Management Professionals’s Ashland ASH Stock Holding History

Financial Management Professionals’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 Q2	$132	Buy	+2	New	+$116	﹤0.01%	1026
2023 Q3	–	Sell	-10	Closed	-$1K	–	872
2023 Q2	$1K	Hold	10	–	–	﹤0.01%	787
2023 Q1	$1K	Hold	10	–	–	﹤0.01%	846
2022 Q4	$1K	Hold	10	–	–	﹤0.01%	791
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	795
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	800
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	835
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	779
2021 Q3	$1K	Buy	+10	New	+$878	﹤0.01%	770

Other funds holding ASH

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return