JFS Wealth Advisors’s Ashland ASH Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$1.65K	Hold	25	–	–	﹤0.01%	1666
2026 Q1	$1.39K	Buy	25 +14	+127%	+$828	﹤0.01%	1599
2025 Q4	$646	Buy	+11	New	+$581	﹤0.01%	1766
2025 Q1	–	Sell	-16	Closed	-$1.14K	–	1941
2024 Q4	$1.14K	Sell	16 -13	-45%	-$1.04K	﹤0.01%	1649
2024 Q3	$2.52K	Sell	29 -6	-17%	-$538	﹤0.01%	1392
2024 Q2	$3.31K	Hold	35	–	–	﹤0.01%	1232
2024 Q1	$3.41K	Buy	35 +17	+94%	+$1.52K	﹤0.01%	1246
2023 Q4	$1.52K	Sell	18 -24	-57%	-$1.9K	﹤0.01%	1532
2023 Q3	$3.43K	Buy	42 +8	+24%	+$693	﹤0.01%	1151
2023 Q2	$2.96K	Buy	34 +2	+6%	+$185	﹤0.01%	1236
2023 Q1	$3.29K	Sell	32 -8	-20%	-$831	﹤0.01%	1162
2022 Q4	$4.3K	Hold	40	–	–	﹤0.01%	1059
2022 Q3	$4K	Sell	40 -16	-29%	-$1.63K	﹤0.01%	1035
2022 Q2	$6K	Buy	56 +24	+75%	+$2.46K	﹤0.01%	917
2022 Q1	$3K	Buy	32 +16	+100%	+$1.54K	﹤0.01%	1206
2021 Q4	$2K	Buy	+16	New	+$1.61K	﹤0.01%	1025

Other funds holding ASH

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return