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

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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return