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HC Financial Advisors’s Associated Banc-Corp ASB Stock Holding History

HC Financial Advisors’s Portfolio ASB Stock Details ASB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-250
Closed -$5K – 323
2021
Q2 		$5K Hold
250
– – ﹤0.01% 282
2021
Q1 		$5K Hold
250
– – ﹤0.01% 293
2020
Q4 		$4K Hold
250
– – ﹤0.01% 309
2020
Q3 		$3K Hold
250
– – ﹤0.01% 331
2020
Q2 		$3K Hold
250
– – ﹤0.01% 310
2020
Q1 		$3K Buy
+250
New +$4.49K ﹤0.01% 327

Other funds holding ASB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HC Financial Advisors's ASB Position: Q3 2021 in Review

HC Financial Advisors sold out of Associated Banc-Corp (ASB) in Q3 2021, closing a stake of 250 shares — an estimated $5K sold.

HC Financial Advisors first reported a position in ASB in Q1 2020 and held it in 6 quarters. The position peaked at $5K in Q2 2021. 255 funds tracked by Wall St. Rank hold ASB as of Q3 2021.

  • HC Financial Advisors reported no remaining Associated Banc-Corp position as of Q3 2021 after selling out during the quarter.
  • HC Financial Advisors sold 250 Associated Banc-Corp shares in Q3 2021, an estimated $5K.
  • HC Financial Advisors first reported a position in Associated Banc-Corp in Q1 2020 and held it in 6 quarters.
  • HC Financial Advisors's Associated Banc-Corp position peaked at $5K in Q2 2021.
  • 255 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q3 2021.

Based on HC Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.