WR Wealth Planners’s ASE Group ASX Stock Holding History

WR Wealth Planners’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
2023 Q2	–	Sell	-29	Closed	-$231	–	905
2023 Q1	$231	Buy	+29	New	+$212	﹤0.01%	891

Other funds holding ASX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

WR Wealth Planners's ASX Position: Q2 2023 in Review

WR Wealth Planners sold out of ASE Group (ASX) in Q2 2023, closing a stake of 29 shares — an estimated $231 sold.

WR Wealth Planners first reported a position in ASX in Q1 2023 and held it in 1 quarter. The position peaked at $231 in Q1 2023. 258 funds tracked by Wall St. Rank hold ASX as of Q2 2023.

WR Wealth Planners reported no remaining ASE Group position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 29 ASE Group shares in Q2 2023, an estimated $231.
WR Wealth Planners first reported a position in ASE Group in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's ASE Group position peaked at $231 in Q1 2023.
258 funds tracked by Wall St. Rank held ASE Group as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.