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BOK Financial Private Wealth’s ASE Group ASX Stock Holding History

BOK Financial Private Wealth’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
Q2 		– Sell
-375
Closed -$2.99K – 366
2023
Q1 		$2.99K Buy
+375
New +$2.74K ﹤0.01% 392

Other funds holding ASX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

BOK Financial Private Wealth's ASX Position: Q2 2023 in Review

BOK Financial Private Wealth sold out of ASE Group (ASX) in Q2 2023, closing a stake of 375 shares — an estimated $2.99K sold.

BOK Financial Private Wealth first reported a position in ASX in Q1 2023 and held it in 1 quarter. The position peaked at $2.99K in Q1 2023. 258 funds tracked by Wall St. Rank hold ASX as of Q2 2023.

  • BOK Financial Private Wealth reported no remaining ASE Group position as of Q2 2023 after selling out during the quarter.
  • BOK Financial Private Wealth sold 375 ASE Group shares in Q2 2023, an estimated $2.99K.
  • BOK Financial Private Wealth first reported a position in ASE Group in Q1 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's ASE Group position peaked at $2.99K in Q1 2023.
  • 258 funds tracked by Wall St. Rank held ASE Group as of Q2 2023.

Based on BOK Financial Private Wealth's 13F filing for Q2 2023, filed 8 Aug 2023.