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Glassman Wealth Services’s Ashland ASH Stock Holding History

Glassman Wealth 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
2024
Q1 		– Sell
-19
Closed -$1.6K – 331
2023
Q4 		$1.6K Buy
+19
New +$1.51K ﹤0.01% 1408
2020
Q1 		– Sell
-1
Closed – – 1124
2019
Q4 		$0 Hold
1
– – ﹤0.01% 1167
2019
Q3 		$0 Hold
1
– – ﹤0.01% 1039
2019
Q2 		$0 Buy
+1
New +$77 ﹤0.01% 1063
2017
Q3 		– Sell
-57
Closed -$4K – 546
2017
Q2 		$4K Sell
57
-160
-74% -$10.2K ﹤0.01% 365
2017
Q1 		$13K Sell
217
-88
-29% -$5.1K 0.01% 312
2016
Q4 		$16K Hold
305
– – 0.01% 292
2016
Q3 		$17K Sell
305
-173
-36% -$9.93K 0.01% 244
2016
Q2 		$27K Hold
478
– – 0.02% 186
2016
Q1 		$26K Hold
478
– – 0.02% 183
2015
Q4 		$24K Hold
478
– – 0.02% 199
2015
Q3 		$24K Hold
478
– – 0.02% 198
2015
Q2 		$29K Hold
478
– – 0.02% 189
2015
Q1 		$30K Hold
478
– – 0.02% 182
2014
Q4 		$28K Buy
+478
New +$25.8K 0.02% 203

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return