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LGT Financial Advisors’s Ashland ASH Stock Holding History

LGT Financial 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
2024
Q4 		– Sell
-46
Closed -$4K – 722
2024
Q3 		$4K Sell
46
-93
-67% -$8.33K 0.01% 577
2024
Q2 		$13.1K Hold
139
– – 0.03% 405
2024
Q1 		$13.5K Hold
139
– – 0.02% 443
2023
Q4 		$11.7K Buy
+139
New +$11K 0.01% 455

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

LGT Financial Advisors's ASH Position: Q4 2024 in Review

LGT Financial Advisors sold out of Ashland (ASH) in Q4 2024, closing a stake of 46 shares — an estimated $4K sold.

LGT Financial Advisors first reported a position in ASH in Q4 2023 and held it in 4 quarters. The position peaked at $13.5K in Q1 2024. 360 funds tracked by Wall St. Rank hold ASH as of Q4 2024.

  • LGT Financial Advisors reported no remaining Ashland position as of Q4 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 46 Ashland shares in Q4 2024, an estimated $4K.
  • LGT Financial Advisors first reported a position in Ashland in Q4 2023 and held it in 4 quarters.
  • LGT Financial Advisors's Ashland position peaked at $13.5K in Q1 2024.
  • 360 funds tracked by Wall St. Rank held Ashland as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.