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Kestra Investment Management’s ASE Group ASX Stock Holding History

Kestra Investment 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
2025
Q1 		– Sell
-1,064
Closed -$10.7K – 931
2024
Q4 		$10.7K Buy
+1,064
New +$10.6K ﹤0.01% 816

Other funds holding ASX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Kestra Investment Management's ASX Position: Q1 2025 in Review

Kestra Investment Management sold out of ASE Group (ASX) in Q1 2025, closing a stake of 1,064 shares — an estimated $10.7K sold.

Kestra Investment Management first reported a position in ASX in Q4 2024 and held it in 1 quarter. The position peaked at $10.7K in Q4 2024. 291 funds tracked by Wall St. Rank hold ASX as of Q1 2025.

  • Kestra Investment Management reported no remaining ASE Group position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,064 ASE Group shares in Q1 2025, an estimated $10.7K.
  • Kestra Investment Management first reported a position in ASE Group in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's ASE Group position peaked at $10.7K in Q4 2024.
  • 291 funds tracked by Wall St. Rank held ASE Group as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.