Curated Wealth Partners’s ASE Group ASX Stock Holding History

Curated 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
2024 Q2	–	Sell	-10,616	Closed	-$117K	–	154
2024 Q1	$117K	Buy	+10,616	New	+$104K	0.02%	137

Other funds holding ASX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Curated Wealth Partners's ASX Position: Q1 2024 in Review

Curated Wealth Partners sold out of ASE Group (ASX) in Q1 2024, closing a stake of 21,315 shares — an estimated $209K sold.

Curated Wealth Partners first reported a position in ASX in Q4 2020 and held it in 13 quarters. The position peaked at $373K in Q2 2021. 280 funds tracked by Wall St. Rank hold ASX as of Q1 2024.

Curated Wealth Partners reported no remaining ASE Group position as of Q1 2024 after selling out during the quarter.
Curated Wealth Partners sold 21,315 ASE Group shares in Q1 2024, an estimated $209K.
Curated Wealth Partners first reported a position in ASE Group in Q4 2020 and held it in 13 quarters.
Curated Wealth Partners's ASE Group position peaked at $373K in Q2 2021.
280 funds tracked by Wall St. Rank held ASE Group as of Q1 2024.

Based on Curated Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.