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Sowell Financial Services’s ASE Group ASX Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-627
Closed -$5K – 674
2021
Q1 		$5K Sell
627
-113
-15% -$844 ﹤0.01% 2576
2020
Q4 		$4K Sell
740
-3
-0.4% -$15 ﹤0.01% 2312
2020
Q3 		$3K Buy
743
+140
+23% +$625 ﹤0.01% 2104
2020
Q2 		$3K Sell
603
-6
-1% -$26 ﹤0.01% 2023
2020
Q1 		$2K Sell
609
-847
-58% -$3.97K ﹤0.01% 2040
2019
Q4 		$8K Sell
1,456
-863
-37% -$4.43K ﹤0.01% 1747
2019
Q3 		$10K Buy
+2,319
New +$10.2K ﹤0.01% 1517

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CCM
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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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Sowell Financial Services's ASX Position: Q2 2021 in Review

Sowell Financial Services sold out of ASE Group (ASX) in Q2 2021, closing a stake of 627 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in ASX in Q3 2019 and held it in 7 quarters. The position peaked at $10K in Q3 2019. 191 funds tracked by Wall St. Rank hold ASX as of Q2 2021.

  • Sowell Financial Services reported no remaining ASE Group position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 627 ASE Group shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in ASE Group in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's ASE Group position peaked at $10K in Q3 2019.
  • 191 funds tracked by Wall St. Rank held ASE Group as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.