RGT Wealth Advisors’s ASE Group ASX Stock Holding History

RGT 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
2022 Q1	–	Sell	-488	Closed	-$4K	–	126
2021 Q4	$4K	Buy	+488	New	+$3.59K	﹤0.01%	265

Other funds holding ASX

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

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

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

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

RGT Wealth Advisors's ASX Position: Q1 2022 in Review

RGT Wealth Advisors sold out of ASE Group (ASX) in Q1 2022, closing a stake of 488 shares — an estimated $4K sold.

RGT Wealth Advisors first reported a position in ASX in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 217 funds tracked by Wall St. Rank hold ASX as of Q1 2022.

RGT Wealth Advisors reported no remaining ASE Group position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 488 ASE Group shares in Q1 2022, an estimated $4K.
RGT Wealth Advisors first reported a position in ASE Group in Q4 2021 and held it in 1 quarter.
RGT Wealth Advisors's ASE Group position peaked at $4K in Q4 2021.
217 funds tracked by Wall St. Rank held ASE Group as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.