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BT Wealth Management’s Sea Limited SE Stock Holding History

BT 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
2021
Q2 		– Sell
-900
Closed -$201K – 66
2021
Q1 		$201K Sell
900
-850
-49% -$197K 0.07% 61
2020
Q4 		$348K Buy
+1,750
New +$312K 0.13% 43

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BT Wealth Management's SE Position: Q2 2021 in Review

BT Wealth Management sold out of Sea Limited (SE) in Q2 2021, closing a stake of 900 shares — an estimated $201K sold.

BT Wealth Management first reported a position in SE in Q4 2020 and held it in 2 quarters. The position peaked at $348K in Q4 2020. 747 funds tracked by Wall St. Rank hold SE as of Q2 2021.

  • BT Wealth Management reported no remaining Sea Limited position as of Q2 2021 after selling out during the quarter.
  • BT Wealth Management sold 900 Sea Limited shares in Q2 2021, an estimated $201K.
  • BT Wealth Management first reported a position in Sea Limited in Q4 2020 and held it in 2 quarters.
  • BT Wealth Management's Sea Limited position peaked at $348K in Q4 2020.
  • 747 funds tracked by Wall St. Rank held Sea Limited as of Q2 2021.

Based on BT Wealth Management's 13F filing for Q2 2021, filed 28 Jul 2021.