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Optimum Investment Advisors’s ASE Group ASX Stock Holding History

Optimum Investment Advisors’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
2023
Q1 		– Sell
-2,000
Closed -$12.5K – 741
2022
Q4 		$12.5K Hold
2,000
– – 0.01% 545
2022
Q3 		$10K Hold
2,000
– – 0.01% 585
2022
Q2 		$10K Hold
2,000
– – 0.01% 600
2022
Q1 		$14K Hold
2,000
– – 0.01% 603
2021
Q4 		$16K Buy
2,000
+1,000
+100% +$7.35K 0.01% 617
2021
Q3 		$8K Buy
+1,000
New +$8.69K ﹤0.01% 696

Other funds holding ASX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Optimum Investment Advisors's ASX Position: Q1 2023 in Review

Optimum Investment Advisors sold out of ASE Group (ASX) in Q1 2023, closing a stake of 2,000 shares — an estimated $12.5K sold.

Optimum Investment Advisors first reported a position in ASX in Q3 2021 and held it in 6 quarters. The position peaked at $16K in Q4 2021. 246 funds tracked by Wall St. Rank hold ASX as of Q1 2023.

  • Optimum Investment Advisors reported no remaining ASE Group position as of Q1 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,000 ASE Group shares in Q1 2023, an estimated $12.5K.
  • Optimum Investment Advisors first reported a position in ASE Group in Q3 2021 and held it in 6 quarters.
  • Optimum Investment Advisors's ASE Group position peaked at $16K in Q4 2021.
  • 246 funds tracked by Wall St. Rank held ASE Group as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.