AF
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Allworth Financial’s Sea Limited SE Stock Holding History

Allworth 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 		$84.7K Buy
1,023
+446
+77% +$47.8K ﹤0.01% 1942
2025
Q4 		$73.6K Buy
577
+232
+67% +$34.4K ﹤0.01% 1940
2025
Q3 		$61.6K Buy
345
+125
+57% +$21.4K ﹤0.01% 1981
2025
Q2 		$35.2K Sell
220
-136
-38% -$19.7K ﹤0.01% 2161
2025
Q1 		$44.2K Sell
356
-58
-14% -$7.19K ﹤0.01% 1619
2024
Q4 		$49K Buy
414
+16
+4% +$1.68K ﹤0.01% 1580
2024
Q3 		$37.5K Buy
398
+67
+20% +$5.06K ﹤0.01% 1538
2024
Q2 		$22.6K Buy
331
+9
+3% +$595 ﹤0.01% 1802
2024
Q1 		$17.3K Buy
322
+1
+0.3% +$46 ﹤0.01% 1853
2023
Q4 		$13K Buy
321
+1
+0.3% +$41 ﹤0.01% 1873
2023
Q3 		$14.1K Buy
320
+44
+16% +$2.15K ﹤0.01% 1724
2023
Q2 		$16K Sell
276
-40
-13% -$2.85K ﹤0.01% 1672
2023
Q1 		$27.4K Buy
316
+66
+26% +$4.51K ﹤0.01% 1296
2022
Q4 		$13K Sell
250
-23
-8% -$1.24K ﹤0.01% 1603
2022
Q3 		$15K Buy
273
+46
+20% +$3.2K ﹤0.01% 1421
2022
Q2 		$15K Sell
227
-23
-9% -$1.96K ﹤0.01% 1377
2022
Q1 		$30K Buy
+250
New +$35.2K ﹤0.01% 1079

Other funds holding SE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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