CAWM
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Capital A Wealth Management’s ASE Group ASX Stock Holding History

Capital A Wealth Management’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
-374
Closed -$3.28K – 448
2025
Q1 		$3.28K Hold
374
– – ﹤0.01% 428
2024
Q4 		$3.77K Buy
+374
New +$3.73K 0.01% 411

Other funds holding ASX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Rafferty Asset Management
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Capital A Wealth Management's ASX Position: Q2 2025 in Review

Capital A Wealth Management sold out of ASE Group (ASX) in Q2 2025, closing a stake of 374 shares — an estimated $3.28K sold.

Capital A Wealth Management first reported a position in ASX in Q4 2024 and held it in 2 quarters. The position peaked at $3.77K in Q4 2024. 280 funds tracked by Wall St. Rank hold ASX as of Q2 2025.

  • Capital A Wealth Management reported no remaining ASE Group position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 374 ASE Group shares in Q2 2025, an estimated $3.28K.
  • Capital A Wealth Management first reported a position in ASE Group in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's ASE Group position peaked at $3.77K in Q4 2024.
  • 280 funds tracked by Wall St. Rank held ASE Group as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.