Heritage Wealth Management (Arizona)’s ASML ASML Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ASML Stock Details ASML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$1.06M	Sell	1,040 -81	-7%	-$77.9K	0.59%	38
2024 Q1	$1.09M	Sell	1,121 -72	-6%	-$63.9K	0.55%	41
2023 Q4	$903K	Buy	+1,193	New	+$788K	0.49%	47
2022 Q4	$2.02M	Buy	3,689 +2,190	+146%	+$1.15M	0.29%	60
2022 Q3	$623K	Buy	1,499 +103	+7%	+$51.6K	0.2%	85
2022 Q2	$664K	Buy	1,396 +145	+12%	+$80.9K	0.22%	81
2022 Q1	$836K	Buy	+1,251	New	+$838K	0.23%	78
2021 Q3	$599K	Buy	804 +542	+207%	+$426K	0.21%	80
2021 Q2	$181K	Sell	262 -80	-23%	-$52.8K	0.07%	241
2021 Q1	$211K	Buy	+342	New	+$190K	0.12%	158

Other funds holding ASML

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return