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Legacy Capital Wealth Partners’s Ashland ASH Stock Holding History

Legacy Capital Wealth Partners’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
Q2 		– Sell
-2,089
Closed -$214K – 307
2024
Q1 		$214K Buy
+2,089
New +$187K 0.15% 101

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legacy Capital Wealth Partners's ASH Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Ashland (ASH) in Q2 2024, closing a stake of 2,089 shares — an estimated $214K sold.

Legacy Capital Wealth Partners first reported a position in ASH in Q1 2024 and held it in 1 quarter. The position peaked at $214K in Q1 2024. 380 funds tracked by Wall St. Rank hold ASH as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Ashland position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 2,089 Ashland shares in Q2 2024, an estimated $214K.
  • Legacy Capital Wealth Partners first reported a position in Ashland in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Ashland position peaked at $214K in Q1 2024.
  • 380 funds tracked by Wall St. Rank held Ashland as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.