Laurel Wealth Planning’s Associated Banc-Corp ASB Stock Holding History

Laurel Wealth Planning’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 Q1	–	Sell	-1,050	Closed	-$24.2K	–	72
2022 Q4	$24.2K	Hold	1,050	–	–	0.02%	123
2022 Q3	$21K	Sell	1,050 -1,050	-50%	-$21.1K	0.02%	130
2022 Q2	$38K	Hold	2,100	–	–	0.03%	114
2022 Q1	$48K	Hold	2,100	–	–	0.03%	121
2021 Q4	$47K	Hold	2,100	–	–	0.04%	90
2021 Q3	$45K	Buy	+2,100	New	+$42.7K	0.04%	87

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Laurel Wealth Planning's ASB Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Associated Banc-Corp (ASB) in Q1 2023, closing a stake of 1,050 shares — an estimated $24.2K sold.

Laurel Wealth Planning first reported a position in ASB in Q3 2021 and held it in 6 quarters. The position peaked at $48K in Q1 2022. 279 funds tracked by Wall St. Rank hold ASB as of Q1 2023.

Laurel Wealth Planning reported no remaining Associated Banc-Corp position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 1,050 Associated Banc-Corp shares in Q1 2023, an estimated $24.2K.
Laurel Wealth Planning first reported a position in Associated Banc-Corp in Q3 2021 and held it in 6 quarters.
Laurel Wealth Planning's Associated Banc-Corp position peaked at $48K in Q1 2022.
279 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.