FEG
ASA

Financial Enhancement Group’s ASA Gold and Precious Metals ASA Stock Holding History

Financial Enhancement Group’s Portfolio ASA Stock Details ASA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,086
Closed -$26K – 128
2022
Q3 		$26K Buy
+2,086
New +$29.4K 0.01% 154

Other funds holding ASA

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Financial Enhancement Group's ASA Position: Q4 2022 in Review

Financial Enhancement Group sold out of ASA Gold and Precious Metals (ASA) in Q4 2022, closing a stake of 2,086 shares — an estimated $26K sold.

Financial Enhancement Group first reported a position in ASA in Q3 2022 and held it in 1 quarter. The position peaked at $26K in Q3 2022. 64 funds tracked by Wall St. Rank hold ASA as of Q4 2022.

  • Financial Enhancement Group reported no remaining ASA Gold and Precious Metals position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 2,086 ASA Gold and Precious Metals shares in Q4 2022, an estimated $26K.
  • Financial Enhancement Group first reported a position in ASA Gold and Precious Metals in Q3 2022 and held it in 1 quarter.
  • Financial Enhancement Group's ASA Gold and Precious Metals position peaked at $26K in Q3 2022.
  • 64 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.