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TD Private Client Wealth’s ASE Group ASX Stock Holding History

TD Private Client Wealth’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 		$606K Sell
27,930
-26,356
-49% -$554K 0.01% 460
2025
Q4 		$874K Buy
54,286
+8,430
+18% +$120K 0.02% 385
2025
Q3 		$509K Buy
45,856
+4,899
+12% +$51.3K 0.01% 481
2025
Q2 		$423K Buy
40,957
+8,448
+26% +$78.8K 0.01% 497
2025
Q1 		$285K Buy
32,509
+3,062
+10% +$31.1K 0.01% 537
2024
Q4 		$297K Sell
29,447
-5,066
-15% -$50.5K 0.01% 531
2024
Q3 		$337K Sell
34,513
-1,509
-4% -$15.3K 0.01% 510
2024
Q2 		$411K Sell
36,022
-2,460
-6% -$26.7K 0.01% 460
2024
Q1 		$423K Buy
38,482
+10,291
+37% +$101K 0.01% 469
2023
Q4 		$265K Sell
28,191
-2,446
-8% -$20.3K 0.01% 514
2023
Q3 		$230K Sell
30,637
-9,604
-24% -$74.6K 0.01% 523
2023
Q2 		$313K Buy
40,241
+16,329
+68% +$126K 0.01% 489
2023
Q1 		$191K Buy
+23,912
New +$175K 0.01% 552
2021
Q4 		– Sell
-11,971
Closed -$94K – 1171
2021
Q3 		$94K Sell
11,971
-11,330
-49% -$98.4K ﹤0.01% 638
2021
Q2 		$188K Buy
23,301
+5,237
+29% +$42.1K 0.01% 531
2021
Q1 		$139K Buy
18,064
+10,402
+136% +$77.7K 0.01% 554
2020
Q4 		$44.7K Buy
7,662
+767
+11% +$3.83K ﹤0.01% 676
2020
Q3 		$28.1K Sell
6,895
-1,033
-13% -$4.61K ﹤0.01% 693
2020
Q2 		$36K Buy
+7,928
New +$33.8K ﹤0.01% 648

Other funds holding ASX

BlackRock
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return