Institutional & Family Asset Management’s Associated Banc-Corp ASB Stock Holding History

Institutional & Family Asset Management’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
2023 Q2	–	Sell	-1,340	Closed	-$24.1K	–	759
2023 Q1	$24.1K	Buy	1,340 +817	+156%	+$17.9K	﹤0.01%	285
2022 Q4	$12.1K	Hold	523	–	–	﹤0.01%	357
2022 Q3	$11K	Buy	523 +203	+63%	+$4.08K	﹤0.01%	371
2022 Q2	$6K	Buy	+320	New	+$6.47K	﹤0.01%	453
2020 Q3	–	Sell	-1,000	Closed	-$14K	–	831
2020 Q2	$14K	Hold	1,000	–	–	﹤0.01%	439
2020 Q1	$13K	Hold	1,000	–	–	﹤0.01%	418
2019 Q4	$22K	Hold	1,000	–	–	﹤0.01%	419
2019 Q3	$20K	Hold	1,000	–	–	﹤0.01%	404
2019 Q2	$21K	Hold	1,000	–	–	﹤0.01%	416
2019 Q1	$21K	Hold	1,000	–	–	﹤0.01%	425
2018 Q4	$20K	Hold	1,000	–	–	﹤0.01%	404
2018 Q3	$26K	Hold	1,000	–	–	0.01%	411
2018 Q2	$27K	Buy	1,000 +200	+25%	+$5.36K	0.01%	400
2018 Q1	$20K	Buy	+800	New	+$20.3K	﹤0.01%	415

Other funds holding ASB

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

ABC

Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Institutional & Family Asset Management's ASB Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of Associated Banc-Corp (ASB) in Q2 2023, closing a stake of 1,340 shares — an estimated $24.1K sold.

Institutional & Family Asset Management first reported a position in ASB in Q1 2018 and held it in 14 quarters. The position peaked at $27K in Q2 2018. 264 funds tracked by Wall St. Rank hold ASB as of Q2 2023.

Institutional & Family Asset Management reported no remaining Associated Banc-Corp position as of Q2 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 1,340 Associated Banc-Corp shares in Q2 2023, an estimated $24.1K.
Institutional & Family Asset Management first reported a position in Associated Banc-Corp in Q1 2018 and held it in 14 quarters.
Institutional & Family Asset Management's Associated Banc-Corp position peaked at $27K in Q2 2018.
264 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.