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FGAM
Financial Gravity Asset Management’s
ASE Group
ASX
Stock Holding History
Financial Gravity Asset Management’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
–
Sell
-70
Closed
-$770
–
1503
2024
Q1
$770
Sell
70
-10
-13%
-$98
﹤0.01%
1286
2023
Q4
$686
Buy
80
+40
+100%
+$332
﹤0.01%
1096
2023
Q3
$301
Buy
40
+32
+400%
+$249
﹤0.01%
884
2023
Q2
$986
Hold
8
–
–
﹤0.01%
816
2023
Q1
$327
Buy
8
+2
+33%
+$15
0.01%
525
2022
Q4
$777
Sell
6
-14
-70%
-$82
﹤0.01%
716
2022
Q3
$205
Sell
20
-95
-83%
-$535
0.01%
544
2022
Q2
$3.76K
Buy
115
+87
+311%
+$579
0.12%
189
2022
Q1
$290
Sell
28
-348
-93%
-$2.56K
0.01%
511
2021
Q4
$4.83K
Sell
376
-239
-39%
-$1.76K
0.11%
217
2021
Q3
$8K
Buy
+615
New
+$5.34K
﹤0.01%
911
2020
Q2
–
Sell
-2
Closed
–
–
71
2020
Q1
$0
Hold
2
–
–
﹤0.01%
1125
2019
Q4
$0
Sell
2
-6,198
-100%
-$31.8K
﹤0.01%
1389
2019
Q3
$28K
Sell
6,200
-1,752
-22%
-$7.71K
0.02%
392
2019
Q2
$31K
Sell
7,952
-1,891
-19%
-$7.9K
0.03%
406
2019
Q1
$44K
Buy
+9,843
New
+$38.6K
0.04%
341
2018
Q3
$31K
Buy
8,181
+1,236
+18%
+$5.84K
0.03%
417
2018
Q2
$34K
Buy
6,945
+3,170
+84%
+$17.4K
0.03%
399
2018
Q1
$19K
Buy
+3,775
New
+$26.5K
0.02%
506
Other funds holding ASX
Lazard Asset Management
New York
$60.7B AUM
22.47%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
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
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
New York
$24.6B AUM
47.06%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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