Corient Private Wealth
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Corient Private Wealth’s ASE Group ASX Stock Holding History

Corient Private Wealth’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 		$3.57M Sell
167,021
-175,505
-51% -$3.69M 0.01% 974
2025
Q4 		$5.47M Buy
342,526
+171,035
+100% +$2.43M ﹤0.01% 1014
2025
Q3 		$1.9M Buy
171,491
+4,292
+3% +$44.9K ﹤0.01% 1083
2025
Q2 		$1.73M Buy
167,199
+7,791
+5% +$72.7K ﹤0.01% 1098
2025
Q1 		$1.4M Sell
159,408
-10,807
-6% -$110K ﹤0.01% 1135
2024
Q4 		$1.71M Buy
170,215
+1,869
+1% +$18.6K ﹤0.01% 1060
2024
Q3 		$1.64M Buy
168,346
+2,134
+1% +$21.7K ﹤0.01% 1188
2024
Q2 		$1.9M Sell
166,212
-5,253
-3% -$56.9K ﹤0.01% 1042
2024
Q1 		$1.88M Sell
171,465
-9,892
-5% -$97K ﹤0.01% 1043
2023
Q4 		$1.71M Sell
181,357
-5,023
-3% -$41.6K ﹤0.01% 1074
2023
Q3 		$1.41M Buy
186,380
+5,462
+3% +$42.4K ﹤0.01% 1059
2023
Q2 		$1.41M Buy
180,918
+3,451
+2% +$26.5K ﹤0.01% 1029
2023
Q1 		$1.41M Buy
177,467
+134,687
+315% +$984K ﹤0.01% 960
2022
Q4 		$268K Buy
+42,780
New +$251K ﹤0.01% 1377

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Acadian Asset Management
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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