CWP
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Capital Wealth Planning’s ASE Group ASX Stock Holding History

Capital Wealth Planning’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 		$11.5M Sell
532,562
-45,388
-8% -$954K 0.06% 83
2025
Q4 		$9.74M Buy
577,950
+305,192
+112% +$4.34M 0.06% 69
2025
Q3 		$3.02M Buy
+272,758
New +$2.86M 0.02% 104
2024
Q4 		– Sell
-209,096
Closed -$2.04M – 135
2024
Q3 		$2.04M Sell
209,096
-39,735
-16% -$404K 0.02% 74
2024
Q2 		$2.84M Sell
248,831
-6,239
-2% -$67.6K 0.03% 55
2024
Q1 		$2.8M Buy
255,070
+58,432
+30% +$573K 0.03% 51
2023
Q4 		$1.85M Buy
196,638
+82,984
+73% +$688K 0.02% 59
2023
Q3 		$855K Buy
113,654
+68,431
+151% +$532K 0.01% 72
2023
Q2 		$352K Sell
45,223
-38,977
-46% -$300K ﹤0.01% 113
2023
Q1 		$671K Buy
84,200
+73,787
+709% +$539K 0.01% 64
2022
Q4 		$65.3K Buy
+10,413
New +$61K ﹤0.01% 104

Other funds holding ASX

BlackRock
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return