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Prospera Financial Services’s Ashland ASH Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-359
Closed -$35K – 1667
2022
Q1 		$35K Buy
+359
New +$34.5K ﹤0.01% 1512
2020
Q4 		– Sell
-14
Closed -$1K – 731
2020
Q3 		$1K Buy
+14
New +$1.04K ﹤0.01% 1517

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Prospera Financial Services's ASH Position: Q2 2022 in Review

Prospera Financial Services sold out of Ashland (ASH) in Q2 2022, closing a stake of 359 shares — an estimated $35K sold.

Prospera Financial Services first reported a position in ASH in Q3 2020 and held it in 2 quarters. The position peaked at $35K in Q1 2022. 336 funds tracked by Wall St. Rank hold ASH as of Q2 2022.

  • Prospera Financial Services reported no remaining Ashland position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 359 Ashland shares in Q2 2022, an estimated $35K.
  • Prospera Financial Services first reported a position in Ashland in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's Ashland position peaked at $35K in Q1 2022.
  • 336 funds tracked by Wall St. Rank held Ashland as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.