PMFA
ASX icon

Plante Moran Financial Advisors’s ASE Group ASX Stock Holding History

Plante Moran Financial 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
2022
Q3 		– Sell
-146
Closed -$1K – 855
2022
Q2 		$1K Buy
+146
New +$972 ﹤0.01% 873

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plante Moran Financial Advisors's ASX Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of ASE Group (ASX) in Q3 2022, closing a stake of 146 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in ASX in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 209 funds tracked by Wall St. Rank hold ASX as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining ASE Group position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 146 ASE Group shares in Q3 2022, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in ASE Group in Q2 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's ASE Group position peaked at $1K in Q2 2022.
  • 209 funds tracked by Wall St. Rank held ASE Group as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.