Stiles Financial Services’s ASE Group ASX Stock Holding History

Stiles Financial Services’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 Q1	–	Sell	-17,180	Closed	-$173K	–	172
2024 Q4	$173K	Hold	17,180	–	–	0.06%	181
2024 Q3	$168K	Buy	17,180 +436	+3%	+$4.43K	0.06%	185
2024 Q2	$191K	Hold	16,744	–	–	0.07%	179
2024 Q1	$184K	Hold	16,744	–	–	0.07%	171
2023 Q4	$158K	Hold	16,744	–	–	0.07%	164
2023 Q3	$126K	Buy	16,744 +876	+6%	+$6.81K	0.07%	169
2023 Q2	$124K	Sell	15,868 -2,644	-14%	-$20.3K	0.06%	187
2023 Q1	$148K	Hold	18,512	–	–	0.08%	175
2022 Q4	$116K	Hold	18,512	–	–	0.07%	171
2022 Q3	$92K	Sell	18,512 -1,988	-10%	-$11.2K	0.06%	164
2022 Q2	$106K	Hold	20,500	–	–	0.06%	169
2022 Q1	$145K	Hold	20,500	–	–	0.07%	184
2021 Q4	$160K	Buy	+20,500	New	+$151K	0.08%	180

Other funds holding ASX

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Stiles Financial Services's ASX Position: Q1 2025 in Review

Stiles Financial Services sold out of ASE Group (ASX) in Q1 2025, closing a stake of 17,180 shares — an estimated $173K sold.

Stiles Financial Services first reported a position in ASX in Q4 2021 and held it in 13 quarters. The position peaked at $191K in Q2 2024. 291 funds tracked by Wall St. Rank hold ASX as of Q1 2025.

Stiles Financial Services reported no remaining ASE Group position as of Q1 2025 after selling out during the quarter.
Stiles Financial Services sold 17,180 ASE Group shares in Q1 2025, an estimated $173K.
Stiles Financial Services first reported a position in ASE Group in Q4 2021 and held it in 13 quarters.
Stiles Financial Services's ASE Group position peaked at $191K in Q2 2024.
291 funds tracked by Wall St. Rank held ASE Group as of Q1 2025.

Based on Stiles Financial Services's 13F filing for Q1 2025, filed 22 Apr 2025.