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Stratos Wealth Partners’s Ashland ASH Stock Holding History

Stratos Wealth Partners’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
2025
Q1 		– Sell
-3,245
Closed -$232K – 1370
2024
Q4 		$232K Buy
+3,245
New +$260K ﹤0.01% 1279
2018
Q2 		– Sell
-569
Closed -$40K – 1070
2018
Q1 		$40K Buy
569
+1
+0.2% +$72 ﹤0.01% 1687
2017
Q4 		$40K Buy
+568
New +$39.2K ﹤0.01% 1620

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stratos Wealth Partners's ASH Position: Q1 2025 in Review

Stratos Wealth Partners sold out of Ashland (ASH) in Q1 2025, closing a stake of 3,245 shares — an estimated $232K sold.

Stratos Wealth Partners first reported a position in ASH in Q4 2017 and held it in 3 quarters. The position peaked at $232K in Q4 2024. 368 funds tracked by Wall St. Rank hold ASH as of Q1 2025.

  • Stratos Wealth Partners reported no remaining Ashland position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,245 Ashland shares in Q1 2025, an estimated $232K.
  • Stratos Wealth Partners first reported a position in Ashland in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Ashland position peaked at $232K in Q4 2024.
  • 368 funds tracked by Wall St. Rank held Ashland as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.