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Pathstone Family Office’s ASE Group ASX Stock Holding History

Pathstone Family Office’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
Q3 		$92.7K Buy
+12,323
New +$95.8K ﹤0.01% 1593
2014
Q4 		– Sell
-2,220
Closed -$13K – 124
2014
Q3 		$13K Buy
+2,220
New +$14K 0.04% 186

Other funds holding ASX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Pathstone Family Office's ASX Position: Q3 2023 in Review

Pathstone Family Office opened a new position in ASE Group (ASX) in Q3 2023: 12,323 shares worth $92.7K. The stake represents ﹤0.01% of the portfolio and ranks #1593 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in ASX as recently as Q3 2014.

Pathstone Family Office first reported a position in ASX in Q3 2014 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold ASX as of Q3 2023.

  • Pathstone Family Office held 12,323 shares of ASE Group worth $92.7K as of Q3 2023.
  • ASE Group was a new Pathstone Family Office position in Q3 2023.
  • ASE Group made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1593 holding.
  • Pathstone Family Office first reported a position in ASE Group in Q3 2014 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held ASE Group as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.