EverSource Wealth Advisors’s ASE Group ASX Stock Holding History

EverSource Wealth Advisors’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	$718K	Buy	33,134 +10,369	+46%	+$218K	0.02%	474
2025 Q4	$367K	Sell	22,765 -389	-2%	-$5.53K	0.01%	661
2025 Q3	$257K	Buy	23,154 +460	+2%	+$4.82K	0.01%	789
2025 Q2	$234K	Buy	22,694 +5,220	+30%	+$48.7K	0.01%	798
2025 Q1	$153K	Sell	17,474 -886	-5%	-$9.01K	0.01%	761
2024 Q4	$185K	Sell	18,360 -166	-0.9%	-$1.65K	0.01%	685
2024 Q3	$181K	Buy	18,526 +1,231	+7%	+$12.5K	0.01%	592
2024 Q2	$173K	Buy	17,295 +2,083	+14%	+$22.6K	0.01%	608
2024 Q1	$153K	Buy	15,212 +3,629	+31%	+$35.6K	0.01%	573
2023 Q4	$109K	Buy	11,583 +3,103	+37%	+$25.7K	0.01%	608
2023 Q3	$63.8K	Sell	8,480 -824	-9%	-$6.4K	0.01%	732
2023 Q2	$72.5K	Sell	9,304 -11,588	-55%	-$89.1K	0.01%	697
2023 Q1	$167K	Sell	20,892 -1,375	-6%	-$10K	0.02%	406
2022 Q4	$140K	Buy	22,267 +8,410	+61%	+$49.3K	0.02%	423
2022 Q3	$69K	Sell	13,857 -2,474	-15%	-$13.9K	0.02%	543
2022 Q2	$84K	Buy	16,331 +11,339	+227%	+$75.5K	0.02%	425
2022 Q1	$35K	Buy	4,992 +3,742	+299%	+$27.5K	0.01%	532
2021 Q4	$10K	Buy	+1,250	New	+$9.19K	﹤0.01%	951

Other funds holding ASX

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

Lazard Asset Management

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

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

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

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return