Evoke Wealth’s ASE Group ASX Stock Holding History

Evoke 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
2022 Q4	–	Sell	-758	Closed	-$4K	–	414
2022 Q3	$4K	Hold	758	–	–	﹤0.01%	905
2022 Q2	$5K	Hold	758	–	–	﹤0.01%	879
2022 Q1	$5K	Hold	758	–	–	﹤0.01%	892
2021 Q4	$6K	Hold	758	–	–	﹤0.01%	858
2021 Q3	$6K	Hold	758	–	–	﹤0.01%	808
2021 Q2	$6K	Hold	758	–	–	﹤0.01%	819
2021 Q1	$6K	Hold	758	–	–	﹤0.01%	791
2020 Q4	$4K	Hold	758	–	–	﹤0.01%	746
2020 Q3	$3K	Hold	758	–	–	﹤0.01%	756
2020 Q2	$3K	Sell	758 -134	-15%	-$572	﹤0.01%	770
2020 Q1	$3.34K	Hold	892	–	–	﹤0.01%	704
2019 Q4	$4.96K	Hold	892	–	–	﹤0.01%	913
2019 Q3	$3.98K	Buy	+892	New	+$3.92K	﹤0.01%	1059

Other funds holding ASX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

Evoke Wealth's ASX Position: Q4 2022 in Review

Evoke Wealth sold out of ASE Group (ASX) in Q4 2022, closing a stake of 758 shares — an estimated $4K sold.

Evoke Wealth first reported a position in ASX in Q3 2019 and held it in 13 quarters. The position peaked at $6K in Q4 2021. 227 funds tracked by Wall St. Rank hold ASX as of Q4 2022.

Evoke Wealth reported no remaining ASE Group position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 758 ASE Group shares in Q4 2022, an estimated $4K.
Evoke Wealth first reported a position in ASE Group in Q3 2019 and held it in 13 quarters.
Evoke Wealth's ASE Group position peaked at $6K in Q4 2021.
227 funds tracked by Wall St. Rank held ASE Group as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.