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TRUE Private Wealth Advisors’s Ashland ASH Stock Holding History

TRUE Private 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
2021
Q1 		– Sell
-277
Closed -$21K – 265
2020
Q4 		$21K Hold
277
– – ﹤0.01% 438
2020
Q3 		$19K Buy
277
+1
+0.4% +$74 ﹤0.01% 416
2020
Q2 		$19K Buy
+276
New +$17.1K ﹤0.01% 413

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

TRUE Private Wealth Advisors's ASH Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Ashland (ASH) in Q1 2021, closing a stake of 277 shares — an estimated $21K sold.

TRUE Private Wealth Advisors first reported a position in ASH in Q2 2020 and held it in 3 quarters. The position peaked at $21K in Q4 2020. 331 funds tracked by Wall St. Rank hold ASH as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Ashland position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 277 Ashland shares in Q1 2021, an estimated $21K.
  • TRUE Private Wealth Advisors first reported a position in Ashland in Q2 2020 and held it in 3 quarters.
  • TRUE Private Wealth Advisors's Ashland position peaked at $21K in Q4 2020.
  • 331 funds tracked by Wall St. Rank held Ashland as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.