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Werba Rubin Papier Wealth Management’s Ashland ASH Stock Holding History

Werba Rubin Papier Wealth 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
2024
Q4 		– Sell
-2,300
Closed -$200K – 199
2024
Q3 		$200K Hold
2,300
– – 0.05% 181
2024
Q2 		$217K Hold
2,300
– – 0.06% 151
2024
Q1 		$224K Buy
+2,300
New +$206K 0.06% 127
2023
Q2 		– Sell
-2,300
Closed -$236K – 126
2023
Q1 		$236K Hold
2,300
– – 0.09% 87
2022
Q4 		$247K Buy
+2,300
New +$242K 0.1% 84

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return