Altium Wealth Management’s Sea Limited SE Stock Holding History

Altium 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
2022 Q2	$303K	Sell	4,528 -2,481	-35%	-$211K	0.02%	298
2022 Q1	$840K	Sell	7,009 -1,215	-15%	-$171K	0.05%	181
2021 Q4	$1.84M	Sell	8,224 -565	-6%	-$169K	0.12%	95
2021 Q3	$2.8M	Sell	8,789 -83	-0.9%	-$25.5K	0.2%	59
2021 Q2	$2.44M	Sell	8,872 -851	-9%	-$216K	0.18%	65
2021 Q1	$2.17M	Sell	9,723 -147	-1%	-$34.1K	0.17%	67
2020 Q4	$1.97M	Sell	9,870 -56	-0.6%	-$9.97K	0.17%	65
2020 Q3	$1.53M	Sell	9,926 -555	-5%	-$74.9K	0.16%	76
2020 Q2	$1.12M	Buy	10,481 +1,750	+20%	+$127K	0.13%	82
2020 Q1	$387K	Buy	+8,731	New	+$392K	0.05%	169

Other funds holding SE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CLC

Charles-Lim Capital Central, Hong Kong $301M AUM 12.73% 1-Year Est. Return

Altium Wealth Management's SE Position: Q2 2022 in Review

Altium Wealth Management reduced its Sea Limited (SE) stake by 35% in Q2 2022, selling an estimated $211K and leaving 4,528 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #298.

Altium Wealth Management first reported a position in SE in Q1 2020 and has held it in 10 quarters since. The position peaked at $2.8M in Q3 2021. 592 funds tracked by Wall St. Rank hold SE as of Q2 2022.

Altium Wealth Management held 4,528 shares of Sea Limited worth $303K as of Q2 2022.
Altium Wealth Management sold 2,481 Sea Limited shares in Q2 2022, an estimated $211K.
Sea Limited made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #298 holding.
Altium Wealth Management first reported a position in Sea Limited in Q1 2020 and has held it in 10 quarters since.
Altium Wealth Management's Sea Limited position peaked at $2.8M in Q3 2021.
592 funds tracked by Wall St. Rank held Sea Limited as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.