PCS
ASX icon

Personal CFO Solutions’s ASE Group ASX Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-20,571
Closed -$201K – 464
2024
Q3 		$201K Buy
20,571
+295
+1% +$3K 0.03% 541
2024
Q2 		$232K Hold
20,276
– – 0.04% 458
2024
Q1 		$223K Sell
20,276
-326
-2% -$3.2K 0.03% 491
2023
Q4 		$194K Sell
20,602
-600
-3% -$4.97K 0.03% 496
2023
Q3 		$159K Sell
21,202
-3,043
-13% -$23.6K 0.03% 445
2023
Q2 		$189K Sell
24,245
-3,683
-13% -$28.3K 0.04% 449
2023
Q1 		$223K Buy
+27,928
New +$204K 0.05% 415

Other funds holding ASX

Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return