First Command Financial Services’s Ashland ASH Stock Holding History

First Command Financial Services’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
2023 Q2	–	Sell	-240	Closed	-$24.6K	–	419
2023 Q1	$24.6K	Buy	+240	New	+$24.9K	﹤0.01%	281
2021 Q4	–	Sell	-94	Closed	-$8K	–	442
2021 Q3	$8K	Buy	+94	New	+$8.25K	﹤0.01%	379
2019 Q4	–	Sell	-120	Closed	-$9K	–	362
2019 Q3	$9K	Hold	120	–	–	﹤0.01%	317
2019 Q2	$10K	Hold	120	–	–	0.01%	331
2019 Q1	$9K	Sell	120 -120	-50%	-$9.24K	﹤0.01%	336
2018 Q4	$17K	Buy	+240	New	+$18.5K	0.01%	291
2018 Q1	–	Sell	-192	Closed	-$14K	–	445
2017 Q4	$14K	Sell	192 -358	-65%	-$24.7K	0.01%	317
2017 Q3	$36K	Hold	550	–	–	0.02%	222
2017 Q2	$36K	Sell	550 -574	-51%	-$36.5K	0.02%	230
2017 Q1	$68K	Hold	1,124	–	–	0.05%	159
2016 Q4	$60K	Buy	+1,124	New	+$61.7K	0.05%	175

Other funds holding ASH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

First Command Financial Services's ASH Position: Q2 2023 in Review

First Command Financial Services sold out of Ashland (ASH) in Q2 2023, closing a stake of 240 shares — an estimated $24.6K sold.

First Command Financial Services first reported a position in ASH in Q4 2016 and held it in 11 quarters. The position peaked at $68K in Q1 2017. 338 funds tracked by Wall St. Rank hold ASH as of Q2 2023.

First Command Financial Services reported no remaining Ashland position as of Q2 2023 after selling out during the quarter.
First Command Financial Services sold 240 Ashland shares in Q2 2023, an estimated $24.6K.
First Command Financial Services first reported a position in Ashland in Q4 2016 and held it in 11 quarters.
First Command Financial Services's Ashland position peaked at $68K in Q1 2017.
338 funds tracked by Wall St. Rank held Ashland as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.