Curated Wealth Partners’s ASE Group ASX Stock Holding History

Curated Wealth Partners’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
2024 Q2	–	Hold	0	–	–	–	155
2024 Q1	–	Sell	-21,315	Closed	-$209K	–	160
2023 Q4	$201K	Buy	21,315 +3,234	+18%	+$26.8K	0.03%	139
2023 Q3	$136K	Sell	18,081 -4,596	-20%	-$35.7K	0.02%	132
2023 Q2	$177K	Hold	22,677	–	–	0.03%	134
2023 Q1	$181K	Sell	22,677 -679	-3%	-$4.96K	0.04%	129
2022 Q4	$146K	Sell	23,356 -8,552	-27%	-$50.1K	0.04%	127
2022 Q3	$159K	Sell	31,908 -5,644	-15%	-$31.8K	0.05%	123
2022 Q2	$194K	Sell	37,552 -8,098	-18%	-$53.9K	0.06%	127
2022 Q1	$358K	Hold	45,650	–	–	0.12%	93
2021 Q4	$358K	Sell	45,650 -557	-1%	-$4.09K	0.12%	96
2021 Q3	$363K	Sell	46,207 -105	-0.2%	-$912	0.2%	98
2021 Q2	$373K	Buy	46,312 +316	+0.7%	+$2.54K	0.2%	97
2021 Q1	$354K	Sell	45,996 -9,013	-16%	-$67.4K	0.22%	93
2020 Q4	$321K	Buy	+55,009	New	+$275K	0.21%	96

Other funds holding ASX

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rafferty Asset Management

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return