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Advisornet Financial’s Sea Limited SE Stock Holding History

Advisornet Financial’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-317
Closed -$40.4K – 2355
2025
Q4 		$40.4K Sell
317
-200
-39% -$29.6K ﹤0.01% 1113
2025
Q3 		$92.4K Buy
517
+310
+150% +$53.1K 0.01% 813
2025
Q2 		$33.1K Sell
207
-320
-61% -$46.3K ﹤0.01% 1126
2025
Q1 		$68.8K Buy
527
+480
+1,021% +$59.5K 0.01% 831
2024
Q4 		$4.99K Hold
47
– – ﹤0.01% 1475
2024
Q3 		$4.43K Hold
47
– – ﹤0.01% 1601
2024
Q2 		$3.36K Sell
47
-10
-18% -$661 ﹤0.01% 1533
2024
Q1 		$3.06K Buy
57
+17
+43% +$782 ﹤0.01% 1528
2023
Q4 		$1.62K Sell
40
-310
-89% -$12.6K ﹤0.01% 1768
2023
Q3 		$15.4K Sell
350
-50
-13% -$2.44K ﹤0.01% 1120
2023
Q2 		$23.2K Sell
400
-6
-1% -$428 ﹤0.01% 1032
2023
Q1 		$35.1K Buy
406
+5
+1% +$341 ﹤0.01% 895
2022
Q4 		$20.9K Buy
401
+150
+60% +$8.08K ﹤0.01% 1046
2022
Q3 		$14K Sell
251
-112
-31% -$7.79K ﹤0.01% 1237
2022
Q2 		$24K Buy
363
+88
+32% +$7.5K ﹤0.01% 1076
2022
Q1 		$33K Sell
275
-20
-7% -$2.82K ﹤0.01% 1098
2021
Q4 		$66K Buy
+295
New +$88.1K ﹤0.01% 925

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WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return