Toth Financial Advisory’s Ashland ASH Stock Holding History

Toth Financial Advisory’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
2022 Q4	–	Sell	-4,900	Closed	-$465K	–	716
2022 Q3	$465K	Hold	4,900	–	–	0.08%	139
2022 Q2	$505K	Buy	+4,900	New	+$501K	0.09%	132

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

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

Toth Financial Advisory's ASH Position: Q4 2022 in Review

Toth Financial Advisory sold out of Ashland (ASH) in Q4 2022, closing a stake of 4,900 shares — an estimated $465K sold.

Toth Financial Advisory first reported a position in ASH in Q2 2022 and held it in 2 quarters. The position peaked at $505K in Q2 2022. 369 funds tracked by Wall St. Rank hold ASH as of Q4 2022.

Toth Financial Advisory reported no remaining Ashland position as of Q4 2022 after selling out during the quarter.
Toth Financial Advisory sold 4,900 Ashland shares in Q4 2022, an estimated $465K.
Toth Financial Advisory first reported a position in Ashland in Q2 2022 and held it in 2 quarters.
Toth Financial Advisory's Ashland position peaked at $505K in Q2 2022.
369 funds tracked by Wall St. Rank held Ashland as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.