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SYSTM Wealth Solutions’s ASE Group ASX Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-8,516
Closed -$97.3K – 130
2024
Q2 		$97.3K Hold
8,516
– – 0.02% 246
2024
Q1 		$93.6K Sell
8,516
-338
-4% -$3.32K 0.01% 485
2023
Q4 		$83.3K Buy
+8,854
New +$73.4K 0.01% 485

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

SYSTM Wealth Solutions's ASX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of ASE Group (ASX) in Q3 2024, closing a stake of 8,516 shares — an estimated $97.3K sold.

SYSTM Wealth Solutions first reported a position in ASX in Q4 2023 and held it in 3 quarters. The position peaked at $97.3K in Q2 2024. 278 funds tracked by Wall St. Rank hold ASX as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining ASE Group position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 8,516 ASE Group shares in Q3 2024, an estimated $97.3K.
  • SYSTM Wealth Solutions first reported a position in ASE Group in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's ASE Group position peaked at $97.3K in Q2 2024.
  • 278 funds tracked by Wall St. Rank held ASE Group as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.