Moisand Fitzgerald Tamayo’s Ashland ASH Stock Holding History

Moisand Fitzgerald Tamayo’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
2023 Q4	–	Sell	-9	Closed	-$736	–	660
2023 Q3	$736	Hold	9	–	–	﹤0.01%	701
2023 Q2	$783	Hold	9	–	–	﹤0.01%	683
2023 Q1	$925	Hold	9	–	–	﹤0.01%	705
2022 Q4	$968	Hold	9	–	–	﹤0.01%	672
2022 Q3	$1K	Buy	+9	New	+$915	﹤0.01%	565

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

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Moisand Fitzgerald Tamayo sold out of Ashland (ASH) in Q4 2023, closing a stake of 9 shares — an estimated $736 sold.

Moisand Fitzgerald Tamayo first reported a position in ASH in Q3 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 336 funds tracked by Wall St. Rank hold ASH as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Ashland position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 9 Ashland shares in Q4 2023, an estimated $736.
Moisand Fitzgerald Tamayo first reported a position in Ashland in Q3 2022 and held it in 5 quarters.
Moisand Fitzgerald Tamayo's Ashland position peaked at $1K in Q3 2022.
336 funds tracked by Wall St. Rank held Ashland as of Q4 2023.

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