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Baker Tilly Wealth Management’s ASE Group ASX Stock Holding History

Baker Tilly Wealth Management’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,782
Closed -$84K – 463
2023
Q2 		$84K Buy
+10,782
New +$82.9K 0.01% 538

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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Baker Tilly Wealth Management's ASX Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of ASE Group (ASX) in Q3 2023, closing a stake of 10,782 shares — an estimated $84K sold.

Baker Tilly Wealth Management first reported a position in ASX in Q2 2023 and held it in 1 quarter. The position peaked at $84K in Q2 2023. 257 funds tracked by Wall St. Rank hold ASX as of Q3 2023.

  • Baker Tilly Wealth Management reported no remaining ASE Group position as of Q3 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 10,782 ASE Group shares in Q3 2023, an estimated $84K.
  • Baker Tilly Wealth Management first reported a position in ASE Group in Q2 2023 and held it in 1 quarter.
  • Baker Tilly Wealth Management's ASE Group position peaked at $84K in Q2 2023.
  • 257 funds tracked by Wall St. Rank held ASE Group as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.