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Gradient Investments’s Asure Software ASUR Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-1
Closed -$10 – 1275
2023
Q4 		$10 Hold
1
– – ﹤0.01% 1810
2023
Q3 		$9 Hold
1
– – ﹤0.01% 1786
2023
Q2 		$12 Buy
+1
New +$13 ﹤0.01% 1750
2018
Q4 		– Sell
-74,082
Closed -$920K – 927
2018
Q3 		$920K Buy
74,082
+19,143
+35% +$279K 0.05% 166
2018
Q2 		$876K Buy
54,939
+11,248
+26% +$184K 0.05% 155
2018
Q1 		$535K Buy
43,691
+14,196
+48% +$206K 0.03% 182
2017
Q4 		$416K Buy
+29,495
New +$385K 0.02% 201

Other funds holding ASUR

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 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 $322M AUM 92.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Gradient Investments's ASUR Position: Q1 2024 in Review

Gradient Investments sold out of Asure Software (ASUR) in Q1 2024, closing a stake of 1 share — an estimated $10 sold.

Gradient Investments first reported a position in ASUR in Q4 2017 and held it in 7 quarters. The position peaked at $920K in Q3 2018. 94 funds tracked by Wall St. Rank hold ASUR as of Q1 2024.

  • Gradient Investments reported no remaining Asure Software position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 1 Asure Software share in Q1 2024, an estimated $10.
  • Gradient Investments first reported a position in Asure Software in Q4 2017 and held it in 7 quarters.
  • Gradient Investments's Asure Software position peaked at $920K in Q3 2018.
  • 94 funds tracked by Wall St. Rank held Asure Software as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.