TCWA
ASX icon

Turtle Creek Wealth Advisors’s ASE Group ASX Stock Holding History

Turtle Creek Wealth Advisors’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
Q1 		– Sell
-370
Closed -$3.48K – 244
2023
Q4 		$3.48K Buy
+370
New +$3.07K ﹤0.01% 700

Other funds holding ASX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Turtle Creek Wealth Advisors's ASX Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of ASE Group (ASX) in Q1 2024, closing a stake of 370 shares — an estimated $3.48K sold.

Turtle Creek Wealth Advisors first reported a position in ASX in Q4 2023 and held it in 1 quarter. The position peaked at $3.48K in Q4 2023. 279 funds tracked by Wall St. Rank hold ASX as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining ASE Group position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 370 ASE Group shares in Q1 2024, an estimated $3.48K.
  • Turtle Creek Wealth Advisors first reported a position in ASE Group in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's ASE Group position peaked at $3.48K in Q4 2023.
  • 279 funds tracked by Wall St. Rank held ASE Group as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.