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Graves Light Lenhart Wealth’s ASE Group ASX Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q1 		– Sell
-7,693
Closed -$60K – 668
2021
Q4 		$60K Hold
7,693
– – 0.01% 374
2021
Q3 		$60K Sell
7,693
-1,587
-17% -$13.8K 0.01% 349
2021
Q2 		$75K Sell
9,280
-470
-5% -$3.78K 0.01% 326
2021
Q1 		$75K Sell
9,750
-702
-7% -$5.25K 0.01% 321
2020
Q4 		$61K Hold
10,452
– – 0.01% 342
2020
Q3 		$43K Buy
+10,452
New +$46.6K 0.01% 167
2019
Q2 		– Sell
-10,246
Closed -$44.2K – 163
2019
Q1 		$44.2K Hold
10,246
– – 0.01% 158
2018
Q4 		$38K Buy
+10,246
New +$40.6K 0.01% 152

Other funds holding ASX

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return