Sunbelt Securities’s ASE Group ASX Stock Holding History

Sunbelt Securities’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 Q4	–	Sell	-250	Closed	-$1.88K	–	1702
2023 Q3	$1.88K	Buy	+250	New	+$1.94K	﹤0.01%	1497

Other funds holding ASX

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

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

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Sunbelt Securities's ASX Position: Q4 2023 in Review

Sunbelt Securities sold out of ASE Group (ASX) in Q4 2023, closing a stake of 250 shares — an estimated $1.88K sold.

Sunbelt Securities first reported a position in ASX in Q3 2023 and held it in 1 quarter. The position peaked at $1.88K in Q3 2023. 265 funds tracked by Wall St. Rank hold ASX as of Q4 2023.

Sunbelt Securities reported no remaining ASE Group position as of Q4 2023 after selling out during the quarter.
Sunbelt Securities sold 250 ASE Group shares in Q4 2023, an estimated $1.88K.
Sunbelt Securities first reported a position in ASE Group in Q3 2023 and held it in 1 quarter.
Sunbelt Securities's ASE Group position peaked at $1.88K in Q3 2023.
265 funds tracked by Wall St. Rank held ASE Group as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.