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Personal Wealth Partners’s Associated Banc-Corp ASB Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-802
Closed -$16K – 101
2021
Q2 		$16K Buy
+802
New +$17.7K 0.01% 227
2020
Q1 		– Sell
-982
Closed -$22K – 97
2019
Q4 		$22K Hold
982
– – 0.01% 190
2019
Q3 		$20K Hold
982
– – 0.01% 197
2019
Q2 		$21K Buy
+982
New +$21.3K 0.01% 182

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal Wealth Partners's ASB Position: Q3 2021 in Review

Personal Wealth Partners sold out of Associated Banc-Corp (ASB) in Q3 2021, closing a stake of 802 shares — an estimated $16K sold.

Personal Wealth Partners first reported a position in ASB in Q2 2019 and held it in 4 quarters. The position peaked at $22K in Q4 2019. 255 funds tracked by Wall St. Rank hold ASB as of Q3 2021.

  • Personal Wealth Partners reported no remaining Associated Banc-Corp position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 802 Associated Banc-Corp shares in Q3 2021, an estimated $16K.
  • Personal Wealth Partners first reported a position in Associated Banc-Corp in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Associated Banc-Corp position peaked at $22K in Q4 2019.
  • 255 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.