WP
ASXC

WealthPLAN Partners’s Asensus Surgical, Inc. ASXC Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-2
Closed -$1 – 1235
2023
Q2 		$1 Hold
2
– – ﹤0.01% 1257
2023
Q1 		$1 Buy
+2
New +$1 ﹤0.01% 1322
2015
Q4 		$7.19K Buy
+223
New +$7.18K ﹤0.01% 1249
2015
Q2 		– Sell
-223
Closed -$8K – 520
2015
Q1 		$8K Buy
+223
New +$8.41K ﹤0.01% 398

Other funds holding ASXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPLAN Partners's ASXC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Asensus Surgical, Inc. (ASXC) in Q3 2023, closing a stake of 2 shares — an estimated $1 sold.

WealthPLAN Partners first reported a position in ASXC in Q1 2015 and held it in 4 quarters. The position peaked at $8K in Q1 2015. 68 funds tracked by Wall St. Rank hold ASXC as of Q3 2023.

  • WealthPLAN Partners reported no remaining Asensus Surgical, Inc. position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2 Asensus Surgical, Inc. shares in Q3 2023, an estimated $1.
  • WealthPLAN Partners first reported a position in Asensus Surgical, Inc. in Q1 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Asensus Surgical, Inc. position peaked at $8K in Q1 2015.
  • 68 funds tracked by Wall St. Rank held Asensus Surgical, Inc. as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.