SWA
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Sutton Wealth Advisors’s Ashland ASH Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-8
Closed -$860 – 863
2022
Q4 		$860 Hold
8
– – ﹤0.01% 1366
2022
Q3 		$760 Buy
8
+7
+700% +$712 ﹤0.01% 1371
2022
Q2 		$103 Buy
+1
New +$102 ﹤0.01% 1617
2022
Q1 		– Sell
-7
Closed -$754 – 1635
2021
Q4 		$754 Buy
+7
New +$704 ﹤0.01% 1410

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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Sutton Wealth Advisors's ASH Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Ashland (ASH) in Q1 2023, closing a stake of 8 shares — an estimated $860 sold.

Sutton Wealth Advisors first reported a position in ASH in Q4 2021 and held it in 4 quarters. The position peaked at $860 in Q4 2022. 356 funds tracked by Wall St. Rank hold ASH as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Ashland position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 8 Ashland shares in Q1 2023, an estimated $860.
  • Sutton Wealth Advisors first reported a position in Ashland in Q4 2021 and held it in 4 quarters.
  • Sutton Wealth Advisors's Ashland position peaked at $860 in Q4 2022.
  • 356 funds tracked by Wall St. Rank held Ashland as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.