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TFO Wealth Partners’s Ashland ASH Stock Holding History

TFO 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
2024
Q2 		– Sell
-2
Closed -$195 – 112
2024
Q1 		$195 Hold
2
– – ﹤0.01% 492
2023
Q4 		$169 Hold
2
– – ﹤0.01% 688
2023
Q3 		$174 Hold
2
– – ﹤0.01% 870
2023
Q2 		$174 Hold
2
– – ﹤0.01% 547
2023
Q1 		$205 Sell
2
-4
-67% -$415 ﹤0.01% 472
2022
Q4 		$1.08K Buy
+6
New +$632 ﹤0.01% 350

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TFO Wealth Partners's ASH Position: Q2 2024 in Review

TFO Wealth Partners sold out of Ashland (ASH) in Q2 2024, closing a stake of 2 shares — an estimated $195 sold.

TFO Wealth Partners first reported a position in ASH in Q4 2022 and held it in 6 quarters. The position peaked at $1.08K in Q4 2022. 380 funds tracked by Wall St. Rank hold ASH as of Q2 2024.

  • TFO Wealth Partners reported no remaining Ashland position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Ashland shares in Q2 2024, an estimated $195.
  • TFO Wealth Partners first reported a position in Ashland in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Ashland position peaked at $1.08K in Q4 2022.
  • 380 funds tracked by Wall St. Rank held Ashland as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.