Spire Wealth Management’s Ashland ASH Stock Holding History

Spire Wealth Management’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
2023 Q1	–	Sell	-25	Closed	-$3K	–	2479
2022 Q4	$3K	Buy	+25	New	+$2.63K	﹤0.01%	1944
2022 Q3	–	Sell	-24	Closed	-$2K	–	2188
2022 Q2	$2K	Buy	+24	New	+$2.46K	﹤0.01%	2326
2022 Q1	–	Sell	-750	Closed	-$81K	–	2522
2021 Q4	$81K	Buy	+750	New	+$75.4K	﹤0.01%	1498
2021 Q2	–	Sell	-907	Closed	-$82K	–	2590
2021 Q1	$82K	Buy	+907	New	+$78.2K	﹤0.01%	1477

Other funds holding ASH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Spire Wealth Management's ASH Position: Q1 2023 in Review

Spire Wealth Management sold out of Ashland (ASH) in Q1 2023, closing a stake of 25 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in ASH in Q1 2021 and held it in 4 quarters. The position peaked at $82K in Q1 2021. 356 funds tracked by Wall St. Rank hold ASH as of Q1 2023.

Spire Wealth Management reported no remaining Ashland position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 25 Ashland shares in Q1 2023, an estimated $3K.
Spire Wealth Management first reported a position in Ashland in Q1 2021 and held it in 4 quarters.
Spire Wealth Management's Ashland position peaked at $82K in Q1 2021.
356 funds tracked by Wall St. Rank held Ashland as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.