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BerganKDV Wealth Management’s Sea Limited SE Stock Holding History

BerganKDV 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
2023
Q1 		– Sell
-16
Closed -$832 – 1113
2022
Q4 		$832 Buy
+16
New +$862 ﹤0.01% 901
2020
Q2 		– Sell
-490
Closed -$22K – 1075
2020
Q1 		$22K Buy
+490
New +$22K ﹤0.01% 416

Other funds holding SE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BerganKDV Wealth Management's SE Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Sea Limited (SE) in Q1 2023, closing a stake of 16 shares — an estimated $832 sold.

BerganKDV Wealth Management first reported a position in SE in Q1 2020 and held it in 2 quarters. The position peaked at $22K in Q1 2020. 594 funds tracked by Wall St. Rank hold SE as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining Sea Limited position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 16 Sea Limited shares in Q1 2023, an estimated $832.
  • BerganKDV Wealth Management first reported a position in Sea Limited in Q1 2020 and held it in 2 quarters.
  • BerganKDV Wealth Management's Sea Limited position peaked at $22K in Q1 2020.
  • 594 funds tracked by Wall St. Rank held Sea Limited as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.