OWA
ASH icon

Outlook Wealth Advisors’s Ashland ASH Stock Holding History

Outlook 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
2024
Q3 		– Sell
-2,190
Closed -$437K – 257
2024
Q2 		$437K Hold
2,190
– – 0.14% 149
2024
Q1 		$213K Buy
+2,190
New +$196K 0.07% 249
2023
Q2 		– Sell
-2,190
Closed -$225K – 199
2023
Q1 		$225K Hold
2,190
– – 0.1% 170
2022
Q4 		$235K Hold
2,190
– – 0.11% 156
2022
Q3 		$208K Hold
2,190
– – 0.09% 174
2022
Q2 		$226K Hold
2,190
– – 0.09% 176
2022
Q1 		$216K Hold
2,190
– – 0.07% 191
2021
Q4 		$236K Buy
+2,190
New +$220K 0.07% 189

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return