Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s ASE Group ASX Stock Holding History

Envestnet Portfolio Solutions’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
-43,494
Closed -$438K – 1546
2024
Q4 		$438K Sell
43,494
-8,215
-16% -$81.8K ﹤0.01% 1302
2024
Q3 		$505K Sell
51,709
-7,220
-12% -$73.3K ﹤0.01% 1203
2024
Q2 		$673K Sell
58,929
-9,546
-14% -$103K ﹤0.01% 1006
2024
Q1 		$753K Buy
68,475
+15,414
+29% +$151K ﹤0.01% 951
2023
Q4 		$499K Buy
53,061
+553
+1% +$4.58K ﹤0.01% 1054
2023
Q3 		$395K Buy
+52,508
New +$408K ﹤0.01% 1091

Other funds holding ASX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Envestnet Portfolio Solutions's ASX Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of ASE Group (ASX) in Q1 2025, closing a stake of 43,494 shares — an estimated $438K sold.

Envestnet Portfolio Solutions first reported a position in ASX in Q3 2023 and held it in 6 quarters. The position peaked at $753K in Q1 2024. 291 funds tracked by Wall St. Rank hold ASX as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining ASE Group position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 43,494 ASE Group shares in Q1 2025, an estimated $438K.
  • Envestnet Portfolio Solutions first reported a position in ASE Group in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's ASE Group position peaked at $753K in Q1 2024.
  • 291 funds tracked by Wall St. Rank held ASE Group as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.