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United Capital Financial Advisors’s Asure Software ASUR Stock Holding History

United Capital Financial Advisors’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
2020
Q3 		– Sell
-89,828
Closed -$578K – 1157
2020
Q2 		$578K Buy
+89,828
New +$560K ﹤0.01% 817

Other funds holding ASUR

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return

United Capital Financial Advisors's ASUR Position: Q3 2020 in Review

United Capital Financial Advisors sold out of Asure Software (ASUR) in Q3 2020, closing a stake of 89,828 shares — an estimated $578K sold.

United Capital Financial Advisors first reported a position in ASUR in Q2 2020 and held it in 1 quarter. The position peaked at $578K in Q2 2020. 71 funds tracked by Wall St. Rank hold ASUR as of Q3 2020.

  • United Capital Financial Advisors reported no remaining Asure Software position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 89,828 Asure Software shares in Q3 2020, an estimated $578K.
  • United Capital Financial Advisors first reported a position in Asure Software in Q2 2020 and held it in 1 quarter.
  • United Capital Financial Advisors's Asure Software position peaked at $578K in Q2 2020.
  • 71 funds tracked by Wall St. Rank held Asure Software as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.