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Wealthstream Advisors’s ASE Group ASX Stock Holding History

Wealthstream 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
2025
Q3 		$195K Buy
17,574
+2,913
+20% +$30.5K 0.03% 189
2025
Q2 		$151K Buy
14,661
+483
+3% +$4.51K 0.03% 172
2025
Q1 		$124K Sell
14,178
-976
-6% -$9.93K 0.02% 154
2024
Q4 		$153K Buy
15,154
+1,955
+15% +$19.5K 0.03% 154
2024
Q3 		$129K Buy
13,199
+186
+1% +$1.89K 0.02% 151
2024
Q2 		$149K Buy
13,013
+925
+8% +$10K 0.05% 137
2024
Q1 		$133K Sell
12,088
-479
-4% -$4.7K 0.05% 138
2023
Q4 		$118K Buy
12,567
+1,532
+14% +$12.7K 0.05% 142
2023
Q3 		$83K Buy
+11,035
New +$85.8K 0.04% 104

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
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return