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Buckingham Strategic Wealth’s ASE Group ASX Stock Holding History

Buckingham Strategic 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
2024
Q2 		$176K Buy
15,395
+308
+2% +$3.34K ﹤0.01% 719
2024
Q1 		$166K Buy
15,087
+2,593
+21% +$25.4K ﹤0.01% 717
2023
Q4 		$118K Sell
12,494
-382
-3% -$3.17K ﹤0.01% 693
2023
Q3 		$96.8K Buy
12,876
+228
+2% +$1.77K ﹤0.01% 665
2023
Q2 		$98.5K Sell
12,648
-1,455
-10% -$11.2K ﹤0.01% 668
2023
Q1 		$88.4K Hold
14,103
– – ﹤0.01% 589
2022
Q4 		$88.4K Sell
14,103
-2,647
-16% -$15.5K ﹤0.01% 591
2022
Q3 		$84K Buy
+16,750
New +$94.3K ﹤0.01% 575

Other funds holding ASX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Buckingham Strategic Wealth's ASX Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its ASE Group (ASX) stake by 2% in Q2 2024, buying an estimated $3.34K and bringing the position to 15,395 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Buckingham Strategic Wealth first reported a position in ASX in Q3 2022 and has held it in 8 quarters since. 281 funds tracked by Wall St. Rank hold ASX as of Q2 2024.

  • Buckingham Strategic Wealth held 15,395 shares of ASE Group worth $176K as of Q2 2024.
  • Buckingham Strategic Wealth bought 308 ASE Group shares in Q2 2024, an estimated $3.34K.
  • ASE Group made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #719 holding.
  • Buckingham Strategic Wealth first reported a position in ASE Group in Q3 2022 and has held it in 8 quarters since.
  • 281 funds tracked by Wall St. Rank held ASE Group as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.