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Mount Yale Investment Advisors’s ASE Group ASX Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-7,074
Closed -$73.1K – 736
2025
Q2 		$73.1K Buy
+7,074
New +$66K 0.01% 713
2024
Q3 		– Sell
-51,704
Closed -$590K – 548
2024
Q2 		$590K Buy
51,704
+16,393
+46% +$178K 0.05% 311
2024
Q1 		$388K Buy
35,311
+19,108
+118% +$187K 0.03% 398
2023
Q4 		$152K Sell
16,203
-53,925
-77% -$447K 0.01% 481
2023
Q3 		$527K Sell
70,128
-53,431
-43% -$415K 0.06% 298
2023
Q2 		$963K Buy
123,559
+73,656
+148% +$567K 0.1% 202
2023
Q1 		$398K Buy
+49,903
New +$365K 0.04% 330
2021
Q4 		– Sell
-23,160
Closed -$182K – 464
2021
Q3 		$182K Sell
23,160
-35,832
-61% -$311K 0.02% 450
2021
Q2 		$475K Sell
58,992
-42,162
-42% -$339K 0.06% 272
2021
Q1 		$779K Buy
101,154
+24,646
+32% +$184K 0.1% 210
2020
Q4 		$447K Sell
76,508
-16,711
-18% -$83.4K 0.06% 258
2020
Q3 		$380K Buy
+93,219
New +$416K 0.05% 261

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Mount Yale Investment Advisors's ASX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of ASE Group (ASX) in Q3 2025, closing a stake of 7,074 shares — an estimated $73.1K sold.

Mount Yale Investment Advisors first reported a position in ASX in Q3 2020 and held it in 12 quarters. The position peaked at $963K in Q2 2023. 303 funds tracked by Wall St. Rank hold ASX as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining ASE Group position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 7,074 ASE Group shares in Q3 2025, an estimated $73.1K.
  • Mount Yale Investment Advisors first reported a position in ASE Group in Q3 2020 and held it in 12 quarters.
  • Mount Yale Investment Advisors's ASE Group position peaked at $963K in Q2 2023.
  • 303 funds tracked by Wall St. Rank held ASE Group as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.