Lenox Wealth Advisors’s Ashland ASH Stock Holding History

Lenox 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
2022 Q1	–	Sell	-20	Closed	-$2K	–	771
2021 Q4	$2K	Buy	+20	New	+$2.01K	﹤0.01%	693

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

NCMU

NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return

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

Lenox Wealth Advisors's ASH Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Ashland (ASH) in Q1 2022, closing a stake of 20 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in ASH in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 316 funds tracked by Wall St. Rank hold ASH as of Q1 2022.

Lenox Wealth Advisors reported no remaining Ashland position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 20 Ashland shares in Q1 2022, an estimated $2K.
Lenox Wealth Advisors first reported a position in Ashland in Q4 2021 and held it in 1 quarter.
Lenox Wealth Advisors's Ashland position peaked at $2K in Q4 2021.
316 funds tracked by Wall St. Rank held Ashland as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.