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Evolution Wealth Advisors’s ASE Group ASX Stock Holding History

Evolution Wealth 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
2020
Q4 		– Sell
-5,298
Closed -$22K – 578
2020
Q3 		$22K Hold
5,298
– – 0.01% 262
2020
Q2 		$24K Buy
5,298
+295
+6% +$1.26K 0.01% 193
2020
Q1 		$19K Buy
+5,003
New +$23.4K 0.01% 154
2019
Q4 		– Sell
-4,156
Closed -$19K – 628
2019
Q3 		$19K Buy
+4,156
New +$18.3K 0.01% 96

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Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
SCCM
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Evolution Wealth Advisors's ASX Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of ASE Group (ASX) in Q4 2020, closing a stake of 5,298 shares — an estimated $22K sold.

Evolution Wealth Advisors first reported a position in ASX in Q3 2019 and held it in 4 quarters. The position peaked at $24K in Q2 2020. 157 funds tracked by Wall St. Rank hold ASX as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining ASE Group position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 5,298 ASE Group shares in Q4 2020, an estimated $22K.
  • Evolution Wealth Advisors first reported a position in ASE Group in Q3 2019 and held it in 4 quarters.
  • Evolution Wealth Advisors's ASE Group position peaked at $24K in Q2 2020.
  • 157 funds tracked by Wall St. Rank held ASE Group as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.