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Executive Wealth Management’s Asure Software ASUR Stock Holding History

Executive Wealth Management’s Portfolio ASUR Stock Details ASUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,000
Closed -$8K – 176
2019
Q2 		$8K Buy
+1,000
New +$6.89K ﹤0.01% 647

Other funds holding ASUR

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WG
Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return

Executive Wealth Management's ASUR Position: Q3 2019 in Review

Executive Wealth Management sold out of Asure Software (ASUR) in Q3 2019, closing a stake of 1,000 shares — an estimated $8K sold.

Executive Wealth Management first reported a position in ASUR in Q2 2019 and held it in 1 quarter. The position peaked at $8K in Q2 2019. 48 funds tracked by Wall St. Rank hold ASUR as of Q3 2019.

  • Executive Wealth Management reported no remaining Asure Software position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,000 Asure Software shares in Q3 2019, an estimated $8K.
  • Executive Wealth Management first reported a position in Asure Software in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's Asure Software position peaked at $8K in Q2 2019.
  • 48 funds tracked by Wall St. Rank held Asure Software as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.