Continuum Advisory’s ASE Group ASX Stock Holding History

Continuum Advisory’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 Q1	–	Sell	-78	Closed	-$785	–	1678
2024 Q4	$785	Hold	78	–	–	﹤0.01%	1662
2024 Q3	$748	Sell	78 -9	-10%	-$91	﹤0.01%	1700
2024 Q2	$994	Hold	87	–	–	﹤0.01%	1470
2024 Q1	$893	Buy	+87	New	+$854	﹤0.01%	1486
2022 Q4	–	Sell	-10,726	Closed	-$54K	–	414
2022 Q3	$54K	Buy	10,726 +458	+4%	+$2.58K	0.01%	393
2022 Q2	$53K	Sell	10,268 -2,758	-21%	-$18.4K	0.01%	396
2022 Q1	$84K	Buy	+13,026	New	+$95.6K	0.02%	365

Other funds holding ASX

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Continuum Advisory's ASX Position: Q1 2025 in Review

Continuum Advisory sold out of ASE Group (ASX) in Q1 2025, closing a stake of 78 shares — an estimated $785 sold.

Continuum Advisory first reported a position in ASX in Q1 2022 and held it in 7 quarters. The position peaked at $84K in Q1 2022. 291 funds tracked by Wall St. Rank hold ASX as of Q1 2025.

Continuum Advisory reported no remaining ASE Group position as of Q1 2025 after selling out during the quarter.
Continuum Advisory sold 78 ASE Group shares in Q1 2025, an estimated $785.
Continuum Advisory first reported a position in ASE Group in Q1 2022 and held it in 7 quarters.
Continuum Advisory's ASE Group position peaked at $84K in Q1 2022.
291 funds tracked by Wall St. Rank held ASE Group as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.