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Janiczek Wealth Management’s ASE Group ASX Stock Holding History

Janiczek Wealth 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
Q2 		$28.7K Buy
2,511
+2,357
+1,531% +$25.6K 0.01% 495
2024
Q1 		$1.69K Buy
+154
New +$1.51K ﹤0.01% 879

Other funds holding ASX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Janiczek Wealth Management's ASX Position: Q2 2024 in Review

Janiczek Wealth Management increased its ASE Group (ASX) stake by 1,531% in Q2 2024, buying an estimated $25.6K and bringing the position to 2,511 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #495.

Janiczek Wealth Management first reported a position in ASX in Q1 2024 and has held it in 2 quarters since. 281 funds tracked by Wall St. Rank hold ASX as of Q2 2024.

  • Janiczek Wealth Management held 2,511 shares of ASE Group worth $28.7K as of Q2 2024.
  • Janiczek Wealth Management bought 2,357 ASE Group shares in Q2 2024, an estimated $25.6K.
  • ASE Group made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #495 holding.
  • Janiczek Wealth Management first reported a position in ASE Group in Q1 2024 and has held it in 2 quarters since.
  • 281 funds tracked by Wall St. Rank held ASE Group as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.