Sequoia Financial Advisors’s ASE Group ASX Stock Holding History

Sequoia 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
2026 Q1	$3.06M	Buy	141,149 +2,525	+2%	+$53.1K	0.02%	454
2025 Q4	$2.23M	Buy	138,624 +5,710	+4%	+$81.2K	0.01%	537
2025 Q3	$1.47M	Buy	132,914 +5,240	+4%	+$54.9K	0.01%	627
2025 Q2	$1.32M	Buy	127,674 +26,091	+26%	+$243K	0.01%	594
2025 Q1	$890K	Buy	101,583 +4,737	+5%	+$48.2K	0.01%	662
2024 Q4	$975K	Buy	96,846 +3,179	+3%	+$31.7K	0.01%	586
2024 Q3	$914K	Sell	93,667 -3,143	-3%	-$31.9K	0.01%	572
2024 Q2	$1.11M	Buy	96,810 +341	+0.4%	+$3.7K	0.01%	465
2024 Q1	$1.06M	Sell	96,469 -3,141	-3%	-$30.8K	0.01%	458
2023 Q4	$937K	Sell	99,610 -2,803	-3%	-$23.2K	0.01%	541
2023 Q3	$770K	Buy	102,413 +2,147	+2%	+$16.7K	0.01%	400
2023 Q2	$781K	Buy	100,266 +6,020	+6%	+$46.3K	0.01%	399
2023 Q1	$751K	Buy	94,246 +8,145	+9%	+$59.5K	0.02%	368
2022 Q4	$540K	Buy	86,101 +39,599	+85%	+$232K	0.01%	411
2022 Q3	$232K	Sell	46,502 -7,743	-14%	-$43.6K	0.01%	452
2022 Q2	$280K	Buy	54,245 +593	+1%	+$3.95K	0.01%	456
2022 Q1	$380K	Buy	53,652 +22,058	+70%	+$162K	0.01%	431
2021 Q4	$247K	Buy	+31,594	New	+$232K	0.01%	494

Other funds holding ASX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return