Bogart Wealth LLC’s ASE Group ASX Stock Holding History

Bogart Wealth LLC’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	$3.01K	Hold	139	–	–	﹤0.01%	1184
2025 Q4	$2.24K	Hold	139	–	–	﹤0.01%	1162
2025 Q3	$1.54K	Hold	139	–	–	﹤0.01%	1205
2025 Q2	$1.44K	Hold	139	–	–	﹤0.01%	1159
2025 Q1	$1.22K	Hold	139	–	–	﹤0.01%	1153
2024 Q4	$1.4K	Hold	139	–	–	﹤0.01%	1168
2024 Q3	$1.36K	Hold	139	–	–	﹤0.01%	1006
2024 Q2	$1.59K	Hold	139	–	–	﹤0.01%	962
2024 Q1	$1.53K	Hold	139	–	–	﹤0.01%	934
2023 Q4	$1.31K	Hold	139	–	–	﹤0.01%	938
2023 Q3	$1.04K	Hold	139	–	–	﹤0.01%	955
2023 Q2	$1.08K	Hold	139	–	–	﹤0.01%	944
2023 Q1	$1.11K	Buy	+139	New	+$1.02K	﹤0.01%	978

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