9258 Wealth Management’s ASML ASML Stock Holding History

9258 Wealth Management’s Portfolio ASML Stock Details ASML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-612	Closed	-$254K	–	327
2022 Q3	$254K	Sell	612 -106	-15%	-$53.1K	0.06%	268
2022 Q2	$342K	Buy	718 +95	+15%	+$53K	0.09%	226
2022 Q1	$416K	Sell	623 -83	-12%	-$55.6K	0.1%	219
2021 Q4	$562K	Buy	706 +17	+2%	+$13.5K	0.13%	172
2021 Q3	$513K	Sell	689 -3	-0.4%	-$2.36K	0.14%	164
2021 Q2	$478K	Buy	692 +116	+20%	+$76.5K	0.13%	176
2021 Q1	$356K	Buy	576 +29	+5%	+$16.1K	0.11%	206
2020 Q4	$267K	Buy	+547	New	+$230K	0.09%	247

Other funds holding ASML

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

9258 Wealth Management's ASML Position: Q4 2022 in Review

9258 Wealth Management sold out of ASML (ASML) in Q4 2022, closing a stake of 612 shares — an estimated $254K sold.

9258 Wealth Management first reported a position in ASML in Q4 2020 and held it in 8 quarters. The position peaked at $562K in Q4 2021. 1,007 funds tracked by Wall St. Rank hold ASML as of Q4 2022.

9258 Wealth Management reported no remaining ASML position as of Q4 2022 after selling out during the quarter.
9258 Wealth Management sold 612 ASML shares in Q4 2022, an estimated $254K.
9258 Wealth Management first reported a position in ASML in Q4 2020 and held it in 8 quarters.
9258 Wealth Management's ASML position peaked at $562K in Q4 2021.
1,007 funds tracked by Wall St. Rank held ASML as of Q4 2022.

Based on 9258 Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.