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Avitas Wealth Management’s Bilibili BILI Stock Holding History

Avitas Wealth Management’s Portfolio BILI Stock Details BILI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,342
Closed -$341K – 192
2021
Q4 		$341K Sell
7,342
-4,261
-37% -$285K 0.06% 167
2021
Q3 		$768K Buy
11,603
+2,499
+27% +$214K 0.14% 144
2021
Q2 		$1.11M Sell
9,104
-613
-6% -$66.4K 0.2% 135
2021
Q1 		$1.04M Sell
9,717
-3,152
-24% -$385K 0.2% 134
2020
Q4 		$1.1M Buy
+12,869
New +$754K 0.22% 133

Other funds holding BILI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Avitas Wealth Management's BILI Position: Q1 2022 in Review

Avitas Wealth Management sold out of Bilibili (BILI) in Q1 2022, closing a stake of 7,342 shares — an estimated $341K sold.

Avitas Wealth Management first reported a position in BILI in Q4 2020 and held it in 5 quarters. The position peaked at $1.11M in Q2 2021. 210 funds tracked by Wall St. Rank hold BILI as of Q1 2022.

  • Avitas Wealth Management reported no remaining Bilibili position as of Q1 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 7,342 Bilibili shares in Q1 2022, an estimated $341K.
  • Avitas Wealth Management first reported a position in Bilibili in Q4 2020 and held it in 5 quarters.
  • Avitas Wealth Management's Bilibili position peaked at $1.11M in Q2 2021.
  • 210 funds tracked by Wall St. Rank held Bilibili as of Q1 2022.

Based on Avitas Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.