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Clearstead Advisors’s ASE Group ASX Stock Holding History

Clearstead Advisors’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 		$15.5K Hold
715
– – ﹤0.01% 1500
2025
Q4 		$11.5K Hold
715
– – ﹤0.01% 1856
2025
Q3 		$7.93K Hold
715
– – ﹤0.01% 1994
2025
Q2 		$7.39K Hold
715
– – ﹤0.01% 1990
2025
Q1 		$6.26K Hold
715
– – ﹤0.01% 1707
2024
Q4 		$7.2K Hold
715
– – ﹤0.01% 1654
2024
Q3 		$6.98K Hold
715
– – ﹤0.01% 1657
2024
Q2 		$8.17K Hold
715
– – ﹤0.01% 1582
2024
Q1 		$7.37K Sell
715
-1,071
-60% -$10.5K ﹤0.01% 1112
2023
Q4 		$16.8K Sell
1,786
-356
-17% -$2.95K ﹤0.01% 973
2023
Q3 		$16.1K Buy
2,142
+1,071
+100% +$8.32K ﹤0.01% 1055
2023
Q2 		$8.34K Hold
1,071
– – ﹤0.01% 1002
2023
Q1 		$8.54K Hold
1,071
– – ﹤0.01% 968
2022
Q4 		$6.71K Hold
1,071
– – ﹤0.01% 953
2022
Q3 		$5K Hold
1,071
– – ﹤0.01% 967
2022
Q2 		$6K Hold
1,071
– – ﹤0.01% 976
2022
Q1 		$8K Hold
1,071
– – ﹤0.01% 1010
2021
Q4 		$8K Sell
1,071
-2,606
-71% -$19.2K ﹤0.01% 943
2021
Q3 		$29K Buy
3,677
+2,086
+131% +$18.1K ﹤0.01% 710
2021
Q2 		$13K Buy
1,591
+520
+49% +$4.18K ﹤0.01% 764
2021
Q1 		$8K Hold
1,071
– – ﹤0.01% 811
2020
Q4 		$6K Buy
+1,071
New +$5.35K ﹤0.01% 777

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