CFM Wealth Partners’s ASE Group ASX Stock Holding History

CFM Wealth Partners’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
2020 Q2	–	Sell	-3,659	Closed	-$14K	–	510
2020 Q1	$14K	Buy	+3,659	New	+$17.1K	0.01%	401

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SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CFM Wealth Partners's ASX Position: Q2 2020 in Review

CFM Wealth Partners sold out of ASE Group (ASX) in Q2 2020, closing a stake of 3,659 shares — an estimated $14K sold.

CFM Wealth Partners first reported a position in ASX in Q1 2020 and held it in 1 quarter. The position peaked at $14K in Q1 2020. 137 funds tracked by Wall St. Rank hold ASX as of Q2 2020.

CFM Wealth Partners reported no remaining ASE Group position as of Q2 2020 after selling out during the quarter.
CFM Wealth Partners sold 3,659 ASE Group shares in Q2 2020, an estimated $14K.
CFM Wealth Partners first reported a position in ASE Group in Q1 2020 and held it in 1 quarter.
CFM Wealth Partners's ASE Group position peaked at $14K in Q1 2020.
137 funds tracked by Wall St. Rank held ASE Group as of Q2 2020.

Based on CFM Wealth Partners's 13F filing for Q2 2020, filed 14 Aug 2020.