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Financial Gravity Asset Management’s ASE Group ASX Stock Holding History

Financial Gravity Asset Management’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
2024
Q1 		– Sell
-40
Closed -$385 – 1203
2023
Q4 		$385 Buy
+40
New +$332 ﹤0.01% 923
2021
Q3 		$8K Buy
+615
New +$5.34K ﹤0.01% 911
2019
Q4 		$0 Sell
2
-6,198
-100% -$31.8K ﹤0.01% 1386
2019
Q3 		$28K Sell
6,200
-1,752
-22% -$7.71K 0.02% 392
2019
Q2 		$31K Sell
7,952
-1,891
-19% -$7.9K 0.03% 406
2019
Q1 		$44K Buy
+9,843
New +$38.6K 0.04% 341
2018
Q3 		$31K Buy
8,181
+1,236
+18% +$5.84K 0.03% 417
2018
Q2 		$34K Buy
6,945
+3,170
+84% +$17.4K 0.03% 399
2018
Q1 		$19K Buy
+3,775
New +$26.5K 0.02% 506

Other funds holding ASX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Financial Gravity Asset Management's ASX Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of ASE Group (ASX) in Q1 2024, closing a stake of 40 shares — an estimated $385 sold.

Financial Gravity Asset Management first reported a position in ASX in Q1 2018 and held it in 9 quarters. The position peaked at $44K in Q1 2019. 279 funds tracked by Wall St. Rank hold ASX as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining ASE Group position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 40 ASE Group shares in Q1 2024, an estimated $385.
  • Financial Gravity Asset Management first reported a position in ASE Group in Q1 2018 and held it in 9 quarters.
  • Financial Gravity Asset Management's ASE Group position peaked at $44K in Q1 2019.
  • 279 funds tracked by Wall St. Rank held ASE Group as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.