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Prestige Wealth Management Group’s Ashland ASH Stock Holding History

Prestige Wealth Management Group’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
Q4 		– Sell
-7
Closed -$609 – 1047
2024
Q3 		$609 Hold
7
– – ﹤0.01% 942
2024
Q2 		$662 Hold
7
– – ﹤0.01% 896
2024
Q1 		$682 Hold
7
– – ﹤0.01% 920
2023
Q4 		$591 Hold
7
– – ﹤0.01% 931
2023
Q3 		$572 Buy
+7
New +$606 ﹤0.01% 951

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Prestige Wealth Management Group's ASH Position: Q4 2024 in Review

Prestige Wealth Management Group sold out of Ashland (ASH) in Q4 2024, closing a stake of 7 shares — an estimated $609 sold.

Prestige Wealth Management Group first reported a position in ASH in Q3 2023 and held it in 5 quarters. The position peaked at $682 in Q1 2024. 360 funds tracked by Wall St. Rank hold ASH as of Q4 2024.

  • Prestige Wealth Management Group reported no remaining Ashland position as of Q4 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 7 Ashland shares in Q4 2024, an estimated $609.
  • Prestige Wealth Management Group first reported a position in Ashland in Q3 2023 and held it in 5 quarters.
  • Prestige Wealth Management Group's Ashland position peaked at $682 in Q1 2024.
  • 360 funds tracked by Wall St. Rank held Ashland as of Q4 2024.

Based on Prestige Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.