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Surevest’s ASE Group ASX Stock Holding History

Surevest’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
2022
Q3 		$3K Hold
635
– – ﹤0.01% 349
2022
Q2 		$3K Hold
635
– – ﹤0.01% 370
2022
Q1 		$5K Hold
635
– – ﹤0.01% 308
2021
Q4 		$5K Buy
+635
New +$4.67K ﹤0.01% 318

Other funds holding ASX

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Surevest's ASX Position: Q3 2022 in Review

Surevest held its ASE Group (ASX) position steady in Q3 2022 at 635 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Surevest first reported a position in ASX in Q4 2021 and has held it in 4 quarters since. The position peaked at $5K in Q1 2022. 209 funds tracked by Wall St. Rank hold ASX as of Q3 2022.

  • Surevest held 635 shares of ASE Group worth $3K as of Q3 2022.
  • Surevest left its ASE Group share count unchanged in Q3 2022.
  • ASE Group made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #349 holding.
  • Surevest first reported a position in ASE Group in Q4 2021 and has held it in 4 quarters since.
  • Surevest's ASE Group position peaked at $5K in Q1 2022.
  • 209 funds tracked by Wall St. Rank held ASE Group as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.