ASRT β€” ASSERTIO HOLDINGS INC

Ownership history in MINDSET WEALTH MANAGEMENT, LLC  Β·  6 quarters on record

This page tracks every 13F SEC filing in which MINDSET WEALTH MANAGEMENT, LLC reported a position in ASSERTIO HOLDINGS INC (ASRT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2024 Q3)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2024 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
6

Position Intelligence

MINDSET WEALTH MANAGEMENT, LLC Γ— ASRT AI Analytics

πŸ“‰ MINDSET WEALTH MANAGEMENT, LLC underperformed the S&P 500 by –53.9% annually on this ASRT position. Timing score: 20% (1/5 decisions correct). Average cost basis: $15.21. Maximum drawdown during holding period: –48.8%.

πŸ“ˆ Position Alpha vs SPY
-53.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 53.9% ann.
5 quarters analyzed

⏱️ Timing Score
20%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 5 add/trim decisions correct

πŸ’° Entry Quality
$15.21
-40.4% vs current ($9.07)

Best entry: $9.60 (2025 Q2)  Β·  Worst: $17.70 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–48.8%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
83%
buy-side decisions

5 adds Β· 1 trim. Bought during 3 of 4 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ASRT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 139 -36,418 -99.6% 0.00% $2K $9.07
2025 Q3 ADDED 36,557 +9,000 +32.7% 0.01% $32K $13.20
2025 Q2 ADDED 27,557 +4,400 +19.0% 0.01% $18K $9.60
2025 Q1 ADDED 23,157 +1,340 +6.1% 0.01% $16K $10.05
2024 Q4 ADDED 21,817 +1,000 +4.8% 0.01% $19K $13.05
2024 Q3 INITIATED 20,817 β€” β€” 0.01% $25K $17.70
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