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Realta Investment Advisors’s Ashland ASH Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-70
Closed -$5K – 364
2019
Q4 		$5K Hold
70
– – ﹤0.01% 1320
2019
Q3 		$5K Buy
70
+1
+1% +$76 ﹤0.01% 1299
2019
Q2 		$6K Hold
69
– – ﹤0.01% 1290
2019
Q1 		$5K Buy
+69
New +$5.32K ﹤0.01% 1058

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Realta Investment Advisors's ASH Position: Q1 2020 in Review

Realta Investment Advisors sold out of Ashland (ASH) in Q1 2020, closing a stake of 70 shares — an estimated $5K sold.

Realta Investment Advisors first reported a position in ASH in Q1 2019 and held it in 4 quarters. The position peaked at $6K in Q2 2019. 281 funds tracked by Wall St. Rank hold ASH as of Q1 2020.

  • Realta Investment Advisors reported no remaining Ashland position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 70 Ashland shares in Q1 2020, an estimated $5K.
  • Realta Investment Advisors first reported a position in Ashland in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Ashland position peaked at $6K in Q2 2019.
  • 281 funds tracked by Wall St. Rank held Ashland as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.