Financial Architects (New Jersey)’s Asensus Surgical, Inc. ASXC Stock Holding History

Financial Architects (New Jersey)’s Portfolio ASXC Stock Details ASXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-77	Closed	-$1K	–	1012
2019 Q3	$1K	Hold	77	–	–	﹤0.01%	978
2019 Q2	$1K	Sell	77 -692	-90%	-$15.1K	﹤0.01%	1172
2019 Q1	$24K	Buy	769 +307	+66%	+$10.3K	﹤0.01%	834
2018 Q4	$14K	Buy	+462	New	+$21K	﹤0.01%	918
2018 Q3	–	Sell	-769	Closed	-$44K	–	1528
2018 Q2	$44K	Buy	+769	New	+$28K	0.01%	603

Other funds holding ASXC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SHI

SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Architects (New Jersey)'s ASXC Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of Asensus Surgical, Inc. (ASXC) in Q4 2019, closing a stake of 77 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in ASXC in Q2 2018 and held it in 5 quarters. The position peaked at $44K in Q2 2018. 81 funds tracked by Wall St. Rank hold ASXC as of Q4 2019.

Financial Architects (New Jersey) reported no remaining Asensus Surgical, Inc. position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 77 Asensus Surgical, Inc. shares in Q4 2019, an estimated $1K.
Financial Architects (New Jersey) first reported a position in Asensus Surgical, Inc. in Q2 2018 and held it in 5 quarters.
Financial Architects (New Jersey)'s Asensus Surgical, Inc. position peaked at $44K in Q2 2018.
81 funds tracked by Wall St. Rank held Asensus Surgical, Inc. as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.