SYSTM Wealth Solutions’s Ashland ASH Stock Holding History

SYSTM Wealth Solutions’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 Q1	–	Sell	-344	Closed	-$29K	–	987
2023 Q4	$29K	Buy	+344	New	+$27.3K	﹤0.01%	665

Other funds holding ASH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SYSTM Wealth Solutions's ASH Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of Ashland (ASH) in Q1 2024, closing a stake of 344 shares — an estimated $29K sold.

SYSTM Wealth Solutions first reported a position in ASH in Q4 2023 and held it in 1 quarter. The position peaked at $29K in Q4 2023. 373 funds tracked by Wall St. Rank hold ASH as of Q1 2024.

SYSTM Wealth Solutions reported no remaining Ashland position as of Q1 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 344 Ashland shares in Q1 2024, an estimated $29K.
SYSTM Wealth Solutions first reported a position in Ashland in Q4 2023 and held it in 1 quarter.
SYSTM Wealth Solutions's Ashland position peaked at $29K in Q4 2023.
373 funds tracked by Wall St. Rank held Ashland as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.