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TD Ameritrade Investment Management’s Ashland ASH Stock Holding History

TD Ameritrade Investment 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
Q3 		– Sell
-10
Closed -$1K – 30
2023
Q2 		$1K Hold
10
– – ﹤0.01% 492
2023
Q1 		$1K Hold
10
– – ﹤0.01% 530
2022
Q4 		$1K Sell
10
-3
-23% -$316 ﹤0.01% 531
2022
Q3 		$1K Sell
13
-2
-13% -$203 ﹤0.01% 537
2022
Q2 		$2K Hold
15
– – ﹤0.01% 527
2022
Q1 		$1K Hold
15
– – ﹤0.01% 615
2021
Q4 		$2K Sell
15
-35
-70% -$3.52K ﹤0.01% 579
2021
Q3 		$4K Buy
50
+9
+22% +$790 ﹤0.01% 529
2021
Q2 		$4K Sell
41
-9
-18% -$810 ﹤0.01% 536
2021
Q1 		$4K Hold
50
– – ﹤0.01% 531
2020
Q4 		$4K Hold
50
– – ﹤0.01% 531
2020
Q3 		$4K Hold
50
– – ﹤0.01% 529
2020
Q2 		$3K Hold
50
– – ﹤0.01% 540
2020
Q1 		$3K Buy
50
+8
+19% +$551 ﹤0.01% 513
2019
Q4 		$3K Sell
42
-9
-18% -$683 ﹤0.01% 546
2019
Q3 		$4K Sell
51
-3
-6% -$228 ﹤0.01% 539
2019
Q2 		$4K Sell
54
-5
-8% -$386 ﹤0.01% 503
2019
Q1 		$5K Sell
59
-2
-3% -$154 ﹤0.01% 435
2018
Q4 		$4K Buy
61
+4
+7% +$308 ﹤0.01% 466
2018
Q3 		$5K Buy
57
+36
+171% +$3K ﹤0.01% 390
2018
Q2 		$2K Buy
+21
New +$1.56K ﹤0.01% 328

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TD Ameritrade Investment Management's ASH Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Ashland (ASH) in Q3 2023, closing a stake of 10 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in ASH in Q2 2018 and held it in 21 quarters. The position peaked at $5K in Q1 2019. 324 funds tracked by Wall St. Rank hold ASH as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Ashland position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 10 Ashland shares in Q3 2023, an estimated $1K.
  • TD Ameritrade Investment Management first reported a position in Ashland in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Ashland position peaked at $5K in Q1 2019.
  • 324 funds tracked by Wall St. Rank held Ashland as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.