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Toth Financial Advisory’s Asure Software ASUR Stock Holding History

Toth Financial Advisory’s Portfolio ASUR Stock Details ASUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-701
Closed -$6.7K – 735
2025
Q1 		$6.7K Hold
701
– – ﹤0.01% 496
2024
Q4 		$6.6K Hold
701
– – ﹤0.01% 491
2024
Q3 		$6.34K Hold
701
– – ﹤0.01% 498
2024
Q2 		$5.89K Hold
701
– – ﹤0.01% 512
2024
Q1 		$5.45K Sell
701
-300
-30% -$2.69K ﹤0.01% 518
2023
Q4 		$9.53K Hold
1,001
– – ﹤0.01% 455
2023
Q3 		$9.47K Buy
1,001
+700
+233% +$8.47K ﹤0.01% 449
2023
Q2 		$3.66K Hold
301
– – ﹤0.01% 579
2023
Q1 		$4.37K Buy
+301
New +$3.55K ﹤0.01% 557

Other funds holding ASUR

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return