Liberty Wealth Management’s ASE Group ASX Stock Holding History

Liberty 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
2021 Q4	–	Sell	-1,793	Closed	-$14K	–	232
2021 Q3	$14K	Sell	1,793 -622	-26%	-$5.4K	0.01%	729
2021 Q2	$19K	Buy	2,415 +1,325	+122%	+$10.7K	0.01%	515
2021 Q1	$7K	Hold	1,090	–	–	﹤0.01%	648
2020 Q4	$7K	Buy	1,090 +202	+23%	+$1.01K	﹤0.01%	641
2020 Q3	$4K	Buy	888 +527	+146%	+$2.35K	﹤0.01%	647
2020 Q2	$2K	Buy	+361	New	+$1.54K	﹤0.01%	726

Other funds holding ASX

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Liberty Wealth Management's ASX Position: Q4 2021 in Review

Liberty Wealth Management sold out of ASE Group (ASX) in Q4 2021, closing a stake of 1,793 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in ASX in Q2 2020 and held it in 6 quarters. The position peaked at $19K in Q2 2021. 204 funds tracked by Wall St. Rank hold ASX as of Q4 2021.

Liberty Wealth Management reported no remaining ASE Group position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,793 ASE Group shares in Q4 2021, an estimated $14K.
Liberty Wealth Management first reported a position in ASE Group in Q2 2020 and held it in 6 quarters.
Liberty Wealth Management's ASE Group position peaked at $19K in Q2 2021.
204 funds tracked by Wall St. Rank held ASE Group as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.