SPC
ASH icon

Sigma Planning Corp’s Ashland ASH Stock Holding History

Sigma Planning Corp’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
-2,277
Closed -$215K – 1216
2024
Q2 		$215K Hold
2,277
– – 0.01% 1059
2024
Q1 		$222K Buy
+2,277
New +$204K 0.01% 1095
2023
Q2 		– Sell
-2,605
Closed -$268K – 1215
2023
Q1 		$268K Sell
2,605
-54
-2% -$5.61K 0.01% 1041
2022
Q4 		$286K Sell
2,659
-450
-14% -$47.4K 0.01% 985
2022
Q3 		$295K Sell
3,109
-3,949
-56% -$402K 0.01% 955
2022
Q2 		$727K Buy
7,058
+4,728
+203% +$484K 0.03% 601
2022
Q1 		$229K Hold
2,330
– – 0.01% 1178
2021
Q4 		$251K Hold
2,330
– – 0.01% 1167
2021
Q3 		$208K Hold
2,330
– – 0.01% 1249
2021
Q2 		$204K Buy
2,330
+1
+0% +$90 0.01% 1291
2021
Q1 		$207K Buy
+2,329
New +$201K 0.01% 1198

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