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MPS Loria Financial Planners’s Associated Banc-Corp ASB Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-956
Closed -$20K – 129
2021
Q1 		$20K Sell
956
-1
-0.1% -$20 0.01% 237
2020
Q4 		$16K Hold
957
– – 0.01% 250
2020
Q3 		$12K Hold
957
– – 0.01% 228
2020
Q2 		$13K Buy
+957
New +$13K 0.01% 226
2017
Q3 		– Sell
-957
Closed -$22K – 93
2017
Q2 		$22K Buy
+957
New +$23.5K 0.01% 220

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

MPS Loria Financial Planners's ASB Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Associated Banc-Corp (ASB) in Q2 2021, closing a stake of 956 shares — an estimated $20K sold.

MPS Loria Financial Planners first reported a position in ASB in Q2 2017 and held it in 5 quarters. The position peaked at $22K in Q2 2017. 260 funds tracked by Wall St. Rank hold ASB as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Associated Banc-Corp position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 956 Associated Banc-Corp shares in Q2 2021, an estimated $20K.
  • MPS Loria Financial Planners first reported a position in Associated Banc-Corp in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Associated Banc-Corp position peaked at $22K in Q2 2017.
  • 260 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.