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Gerber Kawasaki Wealth & Investment Management’s Ashland ASH Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-63
Closed -$5K – 339
2021
Q3 		$5K Buy
+63
New +$5.53K ﹤0.01% 751

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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ASH Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Ashland (ASH) in Q4 2021, closing a stake of 63 shares — an estimated $5K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ASH in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 328 funds tracked by Wall St. Rank hold ASH as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Ashland position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 63 Ashland shares in Q4 2021, an estimated $5K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Ashland in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Ashland position peaked at $5K in Q3 2021.
  • 328 funds tracked by Wall St. Rank held Ashland as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.