Journey Strategic Wealth’s Ashland ASH Stock Holding History

Journey Strategic Wealth’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 Q3	–	Sell	-2,219	Closed	-$210K	–	513
2024 Q2	$210K	Buy	+2,219	New	+$216K	0.01%	355

Other funds holding ASH

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

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

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Journey Strategic Wealth's ASH Position: Q3 2024 in Review

Journey Strategic Wealth sold out of Ashland (ASH) in Q3 2024, closing a stake of 2,219 shares — an estimated $210K sold.

Journey Strategic Wealth first reported a position in ASH in Q2 2024 and held it in 1 quarter. The position peaked at $210K in Q2 2024. 368 funds tracked by Wall St. Rank hold ASH as of Q3 2024.

Journey Strategic Wealth reported no remaining Ashland position as of Q3 2024 after selling out during the quarter.
Journey Strategic Wealth sold 2,219 Ashland shares in Q3 2024, an estimated $210K.
Journey Strategic Wealth first reported a position in Ashland in Q2 2024 and held it in 1 quarter.
Journey Strategic Wealth's Ashland position peaked at $210K in Q2 2024.
368 funds tracked by Wall St. Rank held Ashland as of Q3 2024.

Based on Journey Strategic Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.