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Strategic Global Advisors’s ASE Group ASX Stock Holding History

Strategic Global 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
2024
Q4 		– Sell
-12,440
Closed -$121K – 136
2024
Q3 		$121K Hold
12,440
– – 0.02% 139
2024
Q2 		$142K Hold
12,440
– – 0.03% 136
2024
Q1 		$137K Buy
+12,440
New +$122K 0.03% 138

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Strategic Global Advisors's ASX Position: Q4 2024 in Review

Strategic Global Advisors sold out of ASE Group (ASX) in Q4 2024, closing a stake of 12,440 shares — an estimated $121K sold.

Strategic Global Advisors first reported a position in ASX in Q1 2024 and held it in 3 quarters. The position peaked at $142K in Q2 2024. 288 funds tracked by Wall St. Rank hold ASX as of Q4 2024.

  • Strategic Global Advisors reported no remaining ASE Group position as of Q4 2024 after selling out during the quarter.
  • Strategic Global Advisors sold 12,440 ASE Group shares in Q4 2024, an estimated $121K.
  • Strategic Global Advisors first reported a position in ASE Group in Q1 2024 and held it in 3 quarters.
  • Strategic Global Advisors's ASE Group position peaked at $142K in Q2 2024.
  • 288 funds tracked by Wall St. Rank held ASE Group as of Q4 2024.

Based on Strategic Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.