Fiduciary Alliance’s ASE Group ASX Stock Holding History

Fiduciary Alliance’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 Q1	–	Sell	-128	Closed	-$803	–	191
2022 Q4	$803	Buy	+128	New	+$750	﹤0.01%	808

Other funds holding ASX

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

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fiduciary Alliance's ASX Position: Q1 2023 in Review

Fiduciary Alliance sold out of ASE Group (ASX) in Q1 2023, closing a stake of 128 shares — an estimated $803 sold.

Fiduciary Alliance first reported a position in ASX in Q4 2022 and held it in 1 quarter. The position peaked at $803 in Q4 2022. 246 funds tracked by Wall St. Rank hold ASX as of Q1 2023.

Fiduciary Alliance reported no remaining ASE Group position as of Q1 2023 after selling out during the quarter.
Fiduciary Alliance sold 128 ASE Group shares in Q1 2023, an estimated $803.
Fiduciary Alliance first reported a position in ASE Group in Q4 2022 and held it in 1 quarter.
Fiduciary Alliance's ASE Group position peaked at $803 in Q4 2022.
246 funds tracked by Wall St. Rank held ASE Group as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.