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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 $60.7B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return