Advisornet Financial’s ASE Group ASX Stock Holding History

Advisornet Financial’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
2025 Q2	–	Sell	-646	Closed	-$5.66K	–	2240
2025 Q1	$5.66K	Buy	+646	New	+$6.57K	﹤0.01%	1585
2023 Q3	–	Sell	-2,003	Closed	-$15.6K	–	2290
2023 Q2	$15.6K	Sell	2,003 -73	-4%	-$562	﹤0.01%	1189
2023 Q1	$16.5K	Hold	2,076	–	–	﹤0.01%	1144
2022 Q4	$13K	Sell	2,076 -1,059	-34%	-$6.2K	﹤0.01%	1217
2022 Q3	$16K	Buy	3,135 +2,099	+203%	+$11.8K	﹤0.01%	1183
2022 Q2	$5K	Hold	1,036	–	–	﹤0.01%	1495
2022 Q1	$7K	Hold	1,036	–	–	﹤0.01%	1512
2021 Q4	$8K	Buy	+1,036	New	+$7.61K	﹤0.01%	1533
2020 Q1	–	Sell	-10	Closed	–	–	1768
2019 Q4	$0	Hold	10	–	–	﹤0.01%	1844
2019 Q3	$0	Hold	10	–	–	﹤0.01%	1844
2019 Q2	$0	Hold	10	–	–	﹤0.01%	1684
2019 Q1	$0	Hold	10	–	–	﹤0.01%	1577
2018 Q4	$0	Hold	10	–	–	﹤0.01%	1461
2018 Q3	$0	Buy	+10	New	+$47	﹤0.01%	1463
2018 Q2	–	Sell	-1,667	Closed	-$12K	–	1571
2018 Q1	$12K	Hold	1,667	–	–	﹤0.01%	1045
2017 Q4	$11K	Buy	+1,667	New	+$10.6K	﹤0.01%	983

Other funds holding ASX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Advisornet Financial's ASX Position: Q2 2025 in Review

Advisornet Financial sold out of ASE Group (ASX) in Q2 2025, closing a stake of 646 shares — an estimated $5.66K sold.

Advisornet Financial first reported a position in ASX in Q4 2017 and held it in 16 quarters. The position peaked at $16.5K in Q1 2023. 280 funds tracked by Wall St. Rank hold ASX as of Q2 2025.

Advisornet Financial reported no remaining ASE Group position as of Q2 2025 after selling out during the quarter.
Advisornet Financial sold 646 ASE Group shares in Q2 2025, an estimated $5.66K.
Advisornet Financial first reported a position in ASE Group in Q4 2017 and held it in 16 quarters.
Advisornet Financial's ASE Group position peaked at $16.5K in Q1 2023.
280 funds tracked by Wall St. Rank held ASE Group as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.