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Freedom Wealth Alliance’s Asure Software ASUR Stock Holding History

Freedom Wealth Alliance’s Portfolio ASUR Stock Details ASUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-943
Closed -$8.81K – 98
2022
Q4 		$8.81K Buy
+943
New +$6.72K 0.01% 297

Other funds holding ASUR

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Freedom Wealth Alliance's ASUR Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Asure Software (ASUR) in Q1 2023, closing a stake of 943 shares — an estimated $8.81K sold.

Freedom Wealth Alliance first reported a position in ASUR in Q4 2022 and held it in 1 quarter. The position peaked at $8.81K in Q4 2022. 98 funds tracked by Wall St. Rank hold ASUR as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Asure Software position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 943 Asure Software shares in Q1 2023, an estimated $8.81K.
  • Freedom Wealth Alliance first reported a position in Asure Software in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Asure Software position peaked at $8.81K in Q4 2022.
  • 98 funds tracked by Wall St. Rank held Asure Software as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.