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WealthStone’s ASE Group ASX Stock Holding History

WealthStone’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
2021
Q1 		$303K Buy
39,476
+3,195
+9% +$23.9K 0.11% 154
2020
Q4 		$212K Buy
36,281
+6,843
+23% +$34.2K 0.08% 206
2020
Q3 		$120K Buy
29,438
+13,131
+81% +$58.6K 0.05% 181
2020
Q2 		$74K Buy
+16,307
New +$69.6K 0.04% 172
2019
Q3 		– Sell
-335
Closed -$1.32K – 93
2019
Q2 		$1.32K Buy
+335
New +$1.4K ﹤0.01% 609

Other funds holding ASX

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return