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McClarren Financial Advisors’s ASE Group ASX Stock Holding History

McClarren Financial Advisors’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
Q2 		– Sell
-59
Closed – – 99
2025
Q1 		$0 Buy
+59
New +$600 ﹤0.01% 278
2024
Q4 		– Sell
-59
Closed – – 209
2024
Q3 		$0 Buy
59
+48
+436% +$487 ﹤0.01% 241
2024
Q2 		$0 Buy
+11
New +$119 ﹤0.01% 309
2024
Q1 		– Sell
-59
Closed -$1K – 353
2023
Q4 		$1K Hold
59
– – ﹤0.01% 334
2023
Q3 		$0 Buy
+59
New +$458 ﹤0.01% 324
2023
Q2 		– Sell
-56
Closed – – 335
2023
Q1 		$0 Hold
56
– – ﹤0.01% 329
2022
Q4 		$0 Buy
+56
New +$328 ﹤0.01% 334

Other funds holding ASX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

McClarren Financial Advisors's ASX Position: Q2 2025 in Review

McClarren Financial Advisors sold out of ASE Group (ASX) in Q2 2025, closing a stake of 59 shares.

McClarren Financial Advisors first reported a position in ASX in Q4 2022 and held it in 7 quarters. The position peaked at $1K in Q4 2023. 280 funds tracked by Wall St. Rank hold ASX as of Q2 2025.

  • McClarren Financial Advisors reported no remaining ASE Group position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 59 ASE Group shares in Q2 2025.
  • McClarren Financial Advisors first reported a position in ASE Group in Q4 2022 and held it in 7 quarters.
  • McClarren Financial Advisors's ASE Group position peaked at $1K in Q4 2023.
  • 280 funds tracked by Wall St. Rank held ASE Group as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.