Associated Banc- shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Associated Banc- (ASB) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Associated Banc-
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Quarterly reported holdings in Associated Banc- by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $340k | 16k | 21.51 |
| 2023-09-30 | $292k | 17k | 17.11 |
| 2023-06-30 | $276k | 17k | 16.23 |
| 2023-03-31 | $308k | 17k | 17.98 |
| 2022-12-31 | $404k | 18k | 23.09 |
| 2022-09-30 | $354k | 18k | 20.06 |
| 2022-06-30 | $247k | 14k | 18.23 |
| 2022-03-31 | $299k | 13k | 22.78 |
| 2021-12-31 | $303k | 13k | 22.63 |
| 2021-09-30 | $271k | 13k | 21.40 |
| 2021-06-30 | $270k | 13k | 20.49 |
| 2021-03-31 | $279k | 13k | 21.32 |
| 2020-12-31 | $232k | 14k | 17.05 |
| 2020-09-30 | $180k | 14k | 12.59 |
| 2020-06-30 | $196k | 14k | 13.71 |
| 2020-03-31 | $200k | 16k | 12.83 |
| 2019-12-31 | $489k | 22k | 22.05 |
| 2019-09-30 | $420k | 21k | 20.23 |
| 2019-06-30 | $449k | 21k | 21.13 |
| 2019-03-31 | $520k | 24k | 21.36 |
| 2018-12-31 | $533k | 27k | 19.79 |
| 2018-09-30 | $745k | 29k | 26.01 |
| 2018-06-30 | $579k | 21k | 27.31 |
| 2018-03-31 | $536k | 22k | 24.84 |
| 2017-12-31 | $571k | 23k | 25.38 |
| 2017-09-30 | $546k | 23k | 24.27 |
| 2017-06-30 | $567k | 23k | 25.20 |
| 2017-03-31 | $685k | 28k | 24.40 |
| 2016-12-31 | $685k | 28k | 24.69 |
| 2016-09-30 | $549k | 28k | 19.57 |
| 2016-06-30 | $481k | 28k | 17.15 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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