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DFPG Investments’s ASE Group ASX Stock Holding History

DFPG Investments’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
2023
Q4 		$577K Buy
67,125
+7,025
+12% +$58.2K 0.05% 365
2023
Q3 		$472K Buy
60,100
+45,199
+303% +$351K 0.04% 363
2023
Q2 		$117K Buy
+14,901
New +$115K 0.01% 558

Other funds holding ASX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

DFPG Investments's ASX Position: Q4 2023 in Review

DFPG Investments increased its ASE Group (ASX) stake by 12% in Q4 2023, buying an estimated $58.2K and bringing the position to 67,125 shares worth $577K. The position accounts for 0.05% of the portfolio, ranked #365.

DFPG Investments first reported a position in ASX in Q2 2023 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold ASX as of Q4 2023.

  • DFPG Investments held 67,125 shares of ASE Group worth $577K as of Q4 2023.
  • DFPG Investments bought 7,025 ASE Group shares in Q4 2023, an estimated $58.2K.
  • ASE Group made up 0.05% of DFPG Investments's portfolio in Q4 2023, its #365 holding.
  • DFPG Investments first reported a position in ASE Group in Q2 2023 and has held it in 3 quarters since.
  • 264 funds tracked by Wall St. Rank held ASE Group as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.