Advisory Services Network’s ASE Group ASX Stock Holding History

Advisory Services Network’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
2026 Q1	$317K	Buy	+14,608	New	+$307K	﹤0.01%	1557
2025 Q4	–	Sell	-977	Closed	-$10.8K	–	1960
2025 Q3	$10.8K	Buy	+977	New	+$10.2K	﹤0.01%	3251
2024 Q1	–	Sell	-2,222	Closed	-$20.9K	–	1597
2023 Q4	$20.9K	Buy	+2,222	New	+$18.4K	﹤0.01%	2502
2023 Q2	–	Sell	-2,071	Closed	-$16.5K	–	1581
2023 Q1	$16.5K	Buy	2,071 +902	+77%	+$6.59K	﹤0.01%	2660
2022 Q4	$7.33K	Buy	+1,169	New	+$6.85K	﹤0.01%	2976
2021 Q3	–	Sell	-1,624	Closed	-$13K	–	1508
2021 Q2	$13K	Buy	+1,624	New	+$13.1K	﹤0.01%	2670
2021 Q1	–	Sell	-1,712	Closed	-$10K	–	1405
2020 Q4	$10K	Sell	1,712 -4,010	-70%	-$20K	﹤0.01%	2413
2020 Q3	$24K	Buy	+5,722	New	+$25.5K	﹤0.01%	1984
2020 Q2	–	Sell	-1,567	Closed	-$6K	–	1157
2020 Q1	$6K	Sell	1,567 -1,224	-44%	-$5.73K	﹤0.01%	2399
2019 Q4	$15K	Buy	2,791 +1,699	+156%	+$8.72K	﹤0.01%	2145
2019 Q3	$4K	Hold	1,092	–	–	﹤0.01%	2452
2019 Q2	$4K	Buy	+1,092	New	+$4.56K	﹤0.01%	2450
2018 Q2	–	Sell	-538	Closed	-$4K	–	2465
2018 Q1	$4K	Sell	538 -2,126	-80%	-$14.9K	﹤0.01%	2177
2017 Q4	$17K	Buy	+2,664	New	+$16.9K	﹤0.01%	1661

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

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

Acadian Asset Management

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

Bank of America

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

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fisher Asset Management

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

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