United Capital Financial Advisors’s Asensus Surgical, Inc. ASXC Stock Holding History

United Capital Financial Advisors’s Portfolio ASXC Stock Details ASXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-16,000	Closed	-$3.68K	–	1129
2024 Q1	$3.68K	Buy	+16,000	New	+$4.65K	﹤0.01%	1077
2019 Q4	–	Sell	-1,000	Closed	-$8K	–	1442
2019 Q3	$8K	Buy	1,000 +77	+8%	+$1.05K	﹤0.01%	1302
2019 Q2	$16K	Hold	923	–	–	﹤0.01%	1450
2019 Q1	$29K	Hold	923	–	–	﹤0.01%	1335
2018 Q4	$27K	Buy	+923	New	+$41.9K	﹤0.01%	1266

Other funds holding ASXC

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

United Capital Financial Advisors's ASXC Position: Q2 2024 in Review

United Capital Financial Advisors sold out of Asensus Surgical, Inc. (ASXC) in Q2 2024, closing a stake of 16,000 shares — an estimated $3.68K sold.

United Capital Financial Advisors first reported a position in ASXC in Q4 2018 and held it in 5 quarters. The position peaked at $29K in Q1 2019. 64 funds tracked by Wall St. Rank hold ASXC as of Q2 2024.

United Capital Financial Advisors reported no remaining Asensus Surgical, Inc. position as of Q2 2024 after selling out during the quarter.
United Capital Financial Advisors sold 16,000 Asensus Surgical, Inc. shares in Q2 2024, an estimated $3.68K.
United Capital Financial Advisors first reported a position in Asensus Surgical, Inc. in Q4 2018 and held it in 5 quarters.
United Capital Financial Advisors's Asensus Surgical, Inc. position peaked at $29K in Q1 2019.
64 funds tracked by Wall St. Rank held Asensus Surgical, Inc. as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.