Wealthspire Advisors (Maryland)’s Ashland ASH Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-120	Closed	-$9K	–	567
2019 Q1	$9K	Buy	120 +8	+7%	+$616	﹤0.01%	1564
2018 Q4	$8K	Buy	112 +15	+15%	+$1.16K	﹤0.01%	1532
2018 Q3	$8K	Hold	97	–	–	﹤0.01%	1592
2018 Q2	$8K	Hold	97	–	–	﹤0.01%	1608
2018 Q1	$7K	Sell	97 -16	-14%	-$1.15K	﹤0.01%	1668
2017 Q4	$8K	Buy	113 +75	+197%	+$5.17K	﹤0.01%	1658
2017 Q3	$2K	Sell	38 -155	-80%	-$9.88K	﹤0.01%	1955
2017 Q2	$13K	Sell	193 -173	-47%	-$11K	﹤0.01%	1421
2017 Q1	$22K	Buy	366 +12	+3%	+$696	﹤0.01%	1043
2016 Q4	$19K	Sell	354 -153	-30%	-$8.4K	﹤0.01%	1031
2016 Q3	$29K	Sell	507 -84	-14%	-$4.82K	﹤0.01%	944
2016 Q2	$33K	Hold	591	–	–	0.01%	828
2016 Q1	$32K	Hold	591	–	–	0.01%	809
2015 Q4	$30K	Buy	+591	New	+$31.1K	0.01%	836

Other funds holding ASH

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

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

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

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

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return

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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return