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Pacific Capital Wealth Advisors’s ASE Group ASX Stock Holding History

Pacific Capital Wealth 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
2024
Q2 		– Sell
-356
Closed -$3.91K – 551
2024
Q1 		$3.91K Buy
+356
New +$3.49K ﹤0.01% 349

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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

Pacific Capital Wealth Advisors's ASX Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of ASE Group (ASX) in Q2 2024, closing a stake of 356 shares — an estimated $3.91K sold.

Pacific Capital Wealth Advisors first reported a position in ASX in Q1 2024 and held it in 1 quarter. The position peaked at $3.91K in Q1 2024. 281 funds tracked by Wall St. Rank hold ASX as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining ASE Group position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 356 ASE Group shares in Q2 2024, an estimated $3.91K.
  • Pacific Capital Wealth Advisors first reported a position in ASE Group in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's ASE Group position peaked at $3.91K in Q1 2024.
  • 281 funds tracked by Wall St. Rank held ASE Group as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.