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Moisand Fitzgerald Tamayo’s Associated Banc-Corp ASB Stock Holding History

Moisand Fitzgerald Tamayo’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
Q4 		– Sell
-122
Closed -$2.09K – 659
2023
Q3 		$2.09K Hold
122
– – ﹤0.01% 552
2023
Q2 		$1.98K Hold
122
– – ﹤0.01% 549
2023
Q1 		$2.19K Hold
122
– – ﹤0.01% 540
2022
Q4 		$2.82K Buy
122
+48
+65% +$1.11K ﹤0.01% 493
2022
Q3 		$1K Buy
+74
New +$1.49K ﹤0.01% 564

Other funds holding ASB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Moisand Fitzgerald Tamayo's ASB Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Associated Banc-Corp (ASB) in Q4 2023, closing a stake of 122 shares — an estimated $2.09K sold.

Moisand Fitzgerald Tamayo first reported a position in ASB in Q3 2022 and held it in 5 quarters. The position peaked at $2.82K in Q4 2022. 275 funds tracked by Wall St. Rank hold ASB as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Associated Banc-Corp position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 122 Associated Banc-Corp shares in Q4 2023, an estimated $2.09K.
  • Moisand Fitzgerald Tamayo first reported a position in Associated Banc-Corp in Q3 2022 and held it in 5 quarters.
  • Moisand Fitzgerald Tamayo's Associated Banc-Corp position peaked at $2.82K in Q4 2022.
  • 275 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.