FinTrust Capital Advisors’s ASE Group ASX Stock Holding History

FinTrust Capital Advisors’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 Q3	$24.4K	Buy	2,505 +761	+44%	+$7.73K	﹤0.01%	761
2024 Q2	$19.9K	Buy	1,744 +608	+54%	+$6.59K	﹤0.01%	767
2024 Q1	$12.5K	Sell	1,136 -119	-9%	-$1.17K	﹤0.01%	819
2023 Q4	$11.8K	Hold	1,255	–	–	﹤0.01%	799
2023 Q3	$9.44K	Sell	1,255 -61	-5%	-$474	﹤0.01%	797
2023 Q2	$8.25K	Hold	1,316	–	–	﹤0.01%	799
2023 Q1	$8.25K	Hold	1,316	–	–	﹤0.01%	794
2022 Q4	$8.25K	Hold	1,316	–	–	﹤0.01%	792
2022 Q3	$6K	Buy	1,316 +290	+28%	+$1.63K	﹤0.01%	978
2022 Q2	$6K	Buy	+1,026	New	+$6.83K	﹤0.01%	991

Other funds holding ASX

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

FinTrust Capital Advisors's ASX Position: Q3 2024 in Review

FinTrust Capital Advisors increased its ASE Group (ASX) stake by 44% in Q3 2024, buying an estimated $7.73K and bringing the position to 2,505 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

FinTrust Capital Advisors first reported a position in ASX in Q2 2022 and has held it in 10 quarters since. 279 funds tracked by Wall St. Rank hold ASX as of Q3 2024.

FinTrust Capital Advisors held 2,505 shares of ASE Group worth $24.4K as of Q3 2024.
FinTrust Capital Advisors bought 761 ASE Group shares in Q3 2024, an estimated $7.73K.
ASE Group made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #761 holding.
FinTrust Capital Advisors first reported a position in ASE Group in Q2 2022 and has held it in 10 quarters since.
279 funds tracked by Wall St. Rank held ASE Group as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.