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Wealthspire Advisors (Maryland)’s ASE Group ASX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-187
Closed -$1K – 571
2019
Q1 		$1K Buy
+187
New +$734 ﹤0.01% 2289
2018
Q3 		– Sell
-137
Closed -$1K – 2379
2018
Q2 		$1K Buy
137
+98
+251% +$539 ﹤0.01% 2274
2018
Q1 		$0 Hold
39
– – ﹤0.01% 2491
2017
Q4 		$0 Buy
+39
New +$247 ﹤0.01% 2432
2017
Q3 		– Sell
-69
Closed – – 2248
2017
Q2 		$0 Sell
69
-8
-10% -$50 ﹤0.01% 2189
2017
Q1 		$0 Buy
+77
New +$459 ﹤0.01% 1913

Other funds holding ASX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ASX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of ASE Group (ASX) in Q2 2019, closing a stake of 187 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in ASX in Q1 2017 and held it in 6 quarters. The position peaked at $1K in Q1 2019. 129 funds tracked by Wall St. Rank hold ASX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining ASE Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 187 ASE Group shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in ASE Group in Q1 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s ASE Group position peaked at $1K in Q1 2019.
  • 129 funds tracked by Wall St. Rank held ASE Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.