SWM
ASB icon

Spire Wealth Management’s Associated Banc-Corp ASB Stock Holding History

Spire Wealth Management’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
2023
Q2 		– Sell
-28
Closed -$503 – 2394
2023
Q1 		$503 Hold
28
– – ﹤0.01% 2472
2022
Q4 		$1K Hold
28
– – ﹤0.01% 2136
2022
Q3 		$1K Hold
28
– – ﹤0.01% 2036
2022
Q2 		$1K Buy
+28
New +$567 ﹤0.01% 2457

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Spire Wealth Management's ASB Position: Q2 2023 in Review

Spire Wealth Management sold out of Associated Banc-Corp (ASB) in Q2 2023, closing a stake of 28 shares — an estimated $503 sold.

Spire Wealth Management first reported a position in ASB in Q2 2022 and held it in 4 quarters. The position peaked at $1K in Q4 2022. 264 funds tracked by Wall St. Rank hold ASB as of Q2 2023.

  • Spire Wealth Management reported no remaining Associated Banc-Corp position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 28 Associated Banc-Corp shares in Q2 2023, an estimated $503.
  • Spire Wealth Management first reported a position in Associated Banc-Corp in Q2 2022 and held it in 4 quarters.
  • Spire Wealth Management's Associated Banc-Corp position peaked at $1K in Q4 2022.
  • 264 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.