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MGWM
Marks Group Wealth Management’s
ASE Group
ASX
Stock Holding History
Marks Group Wealth 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
-11,556
Closed
-$127K
–
291
2024
Q1
$127K
Buy
+11,556
New
+$113K
0.01%
299
2023
Q4
–
Sell
-14,202
Closed
-$107K
–
290
2023
Q3
$107K
Buy
14,202
+39
+0.3%
+$303
0.01%
272
2023
Q2
$110K
Buy
+14,163
New
+$109K
0.01%
274
2022
Q1
–
Sell
-10,240
Closed
-$80K
–
307
2021
Q4
$80K
Hold
10,240
–
–
0.01%
310
2021
Q3
$80K
Sell
10,240
-1,162
-10%
-$10.1K
0.01%
293
2021
Q2
$92K
Buy
11,402
+351
+3%
+$2.82K
0.01%
267
2021
Q1
$85K
Buy
11,051
+811
+8%
+$6.06K
0.01%
252
2020
Q4
$60K
Hold
10,240
–
–
0.01%
254
2020
Q3
$42K
Hold
10,240
–
–
0.01%
244
2020
Q2
$46K
Sell
10,240
-478
-4%
-$2.04K
0.01%
236
2020
Q1
$40K
Buy
+10,718
New
+$50.2K
0.01%
217
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47.06%
1-Year Est. Return
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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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