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ASX

Showing 3 of 7 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in ASE Technology Holding Co., Ltd.

No. Envestnet Portfolio Solutions exited its ASX (ASE Technology Holding) position in Q1 2025. Its Q4 2024 13F listed 43,494 shares worth $437,980. Envestnet Portfolio Solutions already held ASX in its Q3 2023 13F, the earliest on record, and held it in 6 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$504,679

Total Shares Change

-51,709

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q1
Latest
Exited
0
-100.0%
$00.0%$8.37
0
2024-Q4
Decreased
43,494
-15.9%
$437,9800.0%$9.62
0
2024-Q3
Decreased
51,709
-12.3%
$504,6790.0%$9.33
0

Other major holders of ASX: BlackRock, Inc., Bank of America Corp., Goldman Sachs Group Inc., Lazard Asset Management LLC

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