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	–	–	1769
2019 Q4	$0	Hold	10	–	–	﹤0.01%	1846
2019 Q3	$0	Hold	10	–	–	﹤0.01%	1845
2019 Q2	$0	Hold	10	–	–	﹤0.01%	1684
2019 Q1	$0	Hold	10	–	–	﹤0.01%	1578
2018 Q4	$0	Hold	10	–	–	﹤0.01%	1463
2018 Q3	$0	Buy	+10	New	+$47	﹤0.01%	1465
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 $5.7T AUM 30.48% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Bank of America

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

Rafferty Asset Management

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Schroder Investment Management Group

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

Acadian Asset Management

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