Marks Group Wealth Management’s ASE Group ASX Stock Holding History

Marks Group 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	–	Sell	-11,556	Closed	-$127K	–	291
2024 Q1	$127K	Buy	+11,556	New	+$113K	0.01%	299
2023 Q4	–	Sell	-14,202	Closed	-$107K	–	290
2023 Q3	$107K	Buy	14,202 +39	+0.3%	+$303	0.01%	272
2023 Q2	$110K	Buy	+14,163	New	+$109K	0.01%	274
2022 Q1	–	Sell	-10,240	Closed	-$80K	–	307
2021 Q4	$80K	Hold	10,240	–	–	0.01%	310
2021 Q3	$80K	Sell	10,240 -1,162	-10%	-$10.1K	0.01%	293
2021 Q2	$92K	Buy	11,402 +351	+3%	+$2.82K	0.01%	267
2021 Q1	$85K	Buy	11,051 +811	+8%	+$6.06K	0.01%	252
2020 Q4	$60K	Hold	10,240	–	–	0.01%	254
2020 Q3	$42K	Hold	10,240	–	–	0.01%	244
2020 Q2	$46K	Sell	10,240 -478	-4%	-$2.04K	0.01%	236
2020 Q1	$40K	Buy	+10,718	New	+$50.2K	0.01%	217

Other funds holding ASX

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

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

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

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

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

Marks Group Wealth Management's ASX Position: Q2 2024 in Review

Marks Group Wealth Management sold out of ASE Group (ASX) in Q2 2024, closing a stake of 11,556 shares — an estimated $127K sold.

Marks Group Wealth Management first reported a position in ASX in Q1 2020 and held it in 11 quarters. The position peaked at $127K in Q1 2024. 281 funds tracked by Wall St. Rank hold ASX as of Q2 2024.

Marks Group Wealth Management reported no remaining ASE Group position as of Q2 2024 after selling out during the quarter.
Marks Group Wealth Management sold 11,556 ASE Group shares in Q2 2024, an estimated $127K.
Marks Group Wealth Management first reported a position in ASE Group in Q1 2020 and held it in 11 quarters.
Marks Group Wealth Management's ASE Group position peaked at $127K in Q1 2024.
281 funds tracked by Wall St. Rank held ASE Group as of Q2 2024.

Based on Marks Group Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.