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Beverly Hills Private Wealth’s ASE Group ASX Stock Holding History

Beverly Hills Private Wealth’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
2024
Q4 		– Sell
-17,424
Closed -$170K – 337
2024
Q3 		$170K Sell
17,424
-4,771
-21% -$48.5K 0.03% 327
2024
Q2 		$253K Buy
22,195
+1,130
+5% +$12.3K 0.06% 295
2024
Q1 		$232K Sell
21,065
-757
-3% -$7.43K 0.05% 313
2023
Q4 		$205K Sell
21,822
-615
-3% -$5.1K 0.05% 317
2023
Q3 		$169K Sell
22,437
-24,789
-52% -$193K 0.05% 283
2023
Q2 		$362K Buy
47,226
+23,051
+95% +$177K 0.06% 269
2023
Q1 		$193K Buy
+24,175
New +$177K 0.06% 266

Other funds holding ASX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beverly Hills Private Wealth's ASX Position: Q4 2024 in Review

Beverly Hills Private Wealth sold out of ASE Group (ASX) in Q4 2024, closing a stake of 17,424 shares — an estimated $170K sold.

Beverly Hills Private Wealth first reported a position in ASX in Q1 2023 and held it in 7 quarters. The position peaked at $362K in Q2 2023. 288 funds tracked by Wall St. Rank hold ASX as of Q4 2024.

  • Beverly Hills Private Wealth reported no remaining ASE Group position as of Q4 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 17,424 ASE Group shares in Q4 2024, an estimated $170K.
  • Beverly Hills Private Wealth first reported a position in ASE Group in Q1 2023 and held it in 7 quarters.
  • Beverly Hills Private Wealth's ASE Group position peaked at $362K in Q2 2023.
  • 288 funds tracked by Wall St. Rank held ASE Group as of Q4 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.