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Cetera Advisors’s ASE Group ASX Stock Holding History

Cetera Advisors’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
Q1 		$120K Buy
+10,878
New +$107K ﹤0.01% 2290
2023
Q1 		– Sell
-10,139
Closed -$63.6K – 1654
2022
Q4 		$63.6K Sell
10,139
-129,896
-93% -$761K ﹤0.01% 1535
2022
Q3 		$699K Buy
+140,035
New +$789K 0.02% 641
2022
Q2 		– Sell
-27,163
Closed -$193K – 1368
2022
Q1 		$193K Buy
+27,163
New +$199K ﹤0.01% 1315

Other funds holding ASX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Cetera Advisors's ASX Position: Q1 2024 in Review

Cetera Advisors opened a new position in ASE Group (ASX) in Q1 2024: 10,878 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #2290 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in ASX as recently as Q4 2022.

Cetera Advisors first reported a position in ASX in Q1 2022 and has held it in 4 quarters since. The position peaked at $699K in Q3 2022. 279 funds tracked by Wall St. Rank hold ASX as of Q1 2024.

  • Cetera Advisors held 10,878 shares of ASE Group worth $120K as of Q1 2024.
  • ASE Group was a new Cetera Advisors position in Q1 2024.
  • ASE Group made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2290 holding.
  • Cetera Advisors first reported a position in ASE Group in Q1 2022 and has held it in 4 quarters since.
  • Cetera Advisors's ASE Group position peaked at $699K in Q3 2022.
  • 279 funds tracked by Wall St. Rank held ASE Group as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.