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IBEX Wealth Advisors’s ASML ASML Stock Holding History

IBEX Wealth Advisors’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
Q4 		– Sell
-11,566
Closed -$4.44M – 210
2024
Q3 		$4.44M Buy
11,566
+11,490
+15,118% +$10.3M 1.22% 34
2024
Q2 		$77.7K Buy
+76
New +$73.1K 0.01% 153
2021
Q4 		– Sell
-101
Closed -$75K – 208
2021
Q3 		$75K Buy
+101
New +$79.4K 0.01% 243
2017
Q1 		– Sell
-102
Closed -$12K – 94
2016
Q4 		$12K Buy
+102
New +$10.7K 0.01% 268

Other funds holding ASML

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

IBEX Wealth Advisors's ASML Position: Q4 2024 in Review

IBEX Wealth Advisors sold out of ASML (ASML) in Q4 2024, closing a stake of 11,566 shares — an estimated $4.44M sold.

IBEX Wealth Advisors first reported a position in ASML in Q4 2016 and held it in 4 quarters. The position peaked at $4.44M in Q3 2024. 1,607 funds tracked by Wall St. Rank hold ASML as of Q4 2024.

  • IBEX Wealth Advisors reported no remaining ASML position as of Q4 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 11,566 ASML shares in Q4 2024, an estimated $4.44M.
  • IBEX Wealth Advisors first reported a position in ASML in Q4 2016 and held it in 4 quarters.
  • IBEX Wealth Advisors's ASML position peaked at $4.44M in Q3 2024.
  • 1,607 funds tracked by Wall St. Rank held ASML as of Q4 2024.

Based on IBEX Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.