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Schechter Investment Advisors’s ASE Group ASX Stock Holding History

Schechter 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
2025
Q1 		$219K Sell
24,990
-10,179
-29% -$104K 0.02% 540
2024
Q4 		$354K Sell
35,169
-5,089
-13% -$50.7K 0.03% 452
2024
Q3 		$393K Buy
40,258
+211
+0.5% +$2.14K 0.03% 441
2024
Q2 		$457K Buy
40,047
+1,124
+3% +$12.2K 0.03% 394
2024
Q1 		$428K Sell
38,923
-749
-2% -$7.35K 0.03% 412
2023
Q4 		$373K Buy
39,672
+819
+2% +$6.79K 0.03% 415
2023
Q3 		$292K Buy
38,853
+135
+0.3% +$1.05K 0.03% 457
2023
Q2 		$302K Buy
38,718
+1,241
+3% +$9.55K 0.03% 485
2023
Q1 		$299K Buy
37,477
+3,583
+11% +$26.2K 0.03% 522
2022
Q4 		$213K Buy
33,894
+13,853
+69% +$81.2K 0.02% 740
2022
Q3 		$100K Buy
20,041
+33
+0.2% +$186 0.01% 898
2022
Q2 		$103K Sell
20,008
-14,760
-42% -$98.3K 0.01% 907
2022
Q1 		$247K Buy
+34,768
New +$255K 0.02% 770

Other funds holding ASX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Schechter Investment Advisors's ASX Position: Q1 2025 in Review

Schechter Investment Advisors reduced its ASE Group (ASX) stake by 29% in Q1 2025, selling an estimated $104K and leaving 24,990 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #540.

Schechter Investment Advisors first reported a position in ASX in Q1 2022 and has held it in 13 quarters since. The position peaked at $457K in Q2 2024. 290 funds tracked by Wall St. Rank hold ASX as of Q1 2025.

  • Schechter Investment Advisors held 24,990 shares of ASE Group worth $219K as of Q1 2025.
  • Schechter Investment Advisors sold 10,179 ASE Group shares in Q1 2025, an estimated $104K.
  • ASE Group made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #540 holding.
  • Schechter Investment Advisors first reported a position in ASE Group in Q1 2022 and has held it in 13 quarters since.
  • Schechter Investment Advisors's ASE Group position peaked at $457K in Q2 2024.
  • 290 funds tracked by Wall St. Rank held ASE Group as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.