AWM
SE icon

Avitas Wealth Management’s Sea Limited SE Stock Holding History

Avitas 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
Q1 		– Sell
-2,765
Closed -$619K – 215
2021
Q4 		$619K Buy
2,765
+97
+4% +$29K 0.1% 148
2021
Q3 		$850K Sell
2,668
-45
-2% -$13.8K 0.15% 139
2021
Q2 		$745K Sell
2,713
-645
-19% -$164K 0.13% 160
2021
Q1 		$750K Sell
3,358
-1,150
-26% -$267K 0.15% 160
2020
Q4 		$897K Buy
4,508
+101
+2% +$18K 0.18% 151
2020
Q3 		$679K Sell
4,407
-2,490
-36% -$336K 0.19% 130
2020
Q2 		$740K Buy
+6,897
New +$499K 0.25% 115

Other funds holding SE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Avitas Wealth Management sold out of Sea Limited (SE) in Q1 2022, closing a stake of 2,765 shares — an estimated $619K sold.

Avitas Wealth Management first reported a position in SE in Q2 2020 and held it in 7 quarters. The position peaked at $897K in Q4 2020. 673 funds tracked by Wall St. Rank hold SE as of Q1 2022.

  • Avitas Wealth Management reported no remaining Sea Limited position as of Q1 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 2,765 Sea Limited shares in Q1 2022, an estimated $619K.
  • Avitas Wealth Management first reported a position in Sea Limited in Q2 2020 and held it in 7 quarters.
  • Avitas Wealth Management's Sea Limited position peaked at $897K in Q4 2020.
  • 673 funds tracked by Wall St. Rank held Sea Limited as of Q1 2022.

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