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Harvest Group Wealth Management’s Ashland ASH Stock Holding History

Harvest Group Wealth 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
2020
Q1 		– Sell
-24
Closed -$1K – 512
2019
Q4 		$1K Hold
24
– – ﹤0.01% 719
2019
Q3 		$2K Buy
+24
New +$1.82K ﹤0.01% 636

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Harvest Group Wealth Management's ASH Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Ashland (ASH) in Q1 2020, closing a stake of 24 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in ASH in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 281 funds tracked by Wall St. Rank hold ASH as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Ashland position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 24 Ashland shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Ashland in Q3 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's Ashland position peaked at $2K in Q3 2019.
  • 281 funds tracked by Wall St. Rank held Ashland as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.