AWM
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AE Wealth Management’s Sea Limited SE Stock Holding History

AE Wealth Management’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
2025
Q3 		– Sell
-1,605
Closed -$257K – 2363
2025
Q2 		$257K Sell
1,605
-659
-29% -$95.4K ﹤0.01% 1189
2025
Q1 		$295K Buy
+2,264
New +$281K ﹤0.01% 1093
2022
Q3 		– Sell
-3,525
Closed -$236K – 1860
2022
Q2 		$236K Sell
3,525
-12,745
-78% -$1.09M ﹤0.01% 1533
2022
Q1 		$1.95M Sell
16,270
-27,117
-63% -$3.82M 0.01% 710
2021
Q4 		$9.71M Sell
43,387
-9,713
-18% -$2.9M 0.07% 268
2021
Q3 		$16.9M Sell
53,100
-1,820
-3% -$558K 0.14% 160
2021
Q2 		$15.1M Buy
54,920
+774
+1% +$196K 0.13% 158
2021
Q1 		$12.1M Buy
54,146
+874
+2% +$203K 0.12% 169
2020
Q4 		$10.6M Buy
53,272
+2,982
+6% +$531K 0.12% 174
2020
Q3 		$7.75M Buy
50,290
+9,152
+22% +$1.24M 0.11% 173
2020
Q2 		$4.41M Buy
+41,138
New +$2.98M 0.07% 239

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Jennison Associates
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