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Strategic Wealth Investment Group’s ASE Group ASX Stock Holding History

Strategic Wealth Investment Group’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
2023
Q2 		– Sell
-13,915
Closed -$111K – 128
2023
Q1 		$111K Sell
13,915
-70
-0.5% -$512 0.02% 127
2022
Q4 		$99.4K Buy
13,985
+639
+5% +$3.74K 0.02% 116
2022
Q3 		$67K Sell
13,346
-4,314
-24% -$24.3K 0.02% 108
2022
Q2 		$91K Sell
17,660
-1,135
-6% -$7.56K 0.02% 129
2022
Q1 		$133K Buy
18,795
+316
+2% +$2.32K 0.03% 97
2021
Q4 		$144K Sell
18,479
-358
-2% -$2.63K 0.04% 85
2021
Q3 		$148K Buy
18,837
+2,256
+14% +$19.6K 0.04% 82
2021
Q2 		$133K Buy
16,581
+426
+3% +$3.43K 0.05% 83
2021
Q1 		$124K Buy
16,155
+464
+3% +$3.47K 0.06% 73
2020
Q4 		$92K Sell
15,691
-84
-0.5% -$419 0.05% 78
2020
Q3 		$64K Buy
15,775
+2,588
+20% +$11.5K 0.05% 83
2020
Q2 		$60K Buy
+13,187
New +$56.3K 0.06% 75
2020
Q1 		– Sell
-17,295
Closed -$96K – 44
2019
Q4 		$96K Buy
+17,295
New +$88.8K 0.1% 54

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Strategic Wealth Investment Group's ASX Position: Q2 2023 in Review

Strategic Wealth Investment Group sold out of ASE Group (ASX) in Q2 2023, closing a stake of 13,915 shares — an estimated $111K sold.

Strategic Wealth Investment Group first reported a position in ASX in Q4 2019 and held it in 13 quarters. The position peaked at $148K in Q3 2021. 258 funds tracked by Wall St. Rank hold ASX as of Q2 2023.

  • Strategic Wealth Investment Group reported no remaining ASE Group position as of Q2 2023 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 13,915 ASE Group shares in Q2 2023, an estimated $111K.
  • Strategic Wealth Investment Group first reported a position in ASE Group in Q4 2019 and held it in 13 quarters.
  • Strategic Wealth Investment Group's ASE Group position peaked at $148K in Q3 2021.
  • 258 funds tracked by Wall St. Rank held ASE Group as of Q2 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2023, filed 17 Jul 2023.