Congress Wealth Management’s NetEase NTES Stock Holding History

Congress Wealth Management’s Portfolio NTES Stock Details NTES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,976	Closed	-$452K	–	573
2022 Q3	$452K	Sell	5,976 -27	-0.4%	-$2.38K	0.01%	421
2022 Q2	$560K	Sell	6,003 -33	-0.5%	-$3.14K	0.01%	390
2022 Q1	$542K	Sell	6,036 -239	-4%	-$22.8K	0.01%	436
2021 Q4	$639K	Buy	+6,275	New	+$637K	0.01%	437

Other funds holding NTES

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Congress Wealth Management's NTES Position: Q4 2022 in Review

Congress Wealth Management sold out of NetEase (NTES) in Q4 2022, closing a stake of 5,976 shares — an estimated $452K sold.

Congress Wealth Management first reported a position in NTES in Q4 2021 and held it in 4 quarters. The position peaked at $639K in Q4 2021. 320 funds tracked by Wall St. Rank hold NTES as of Q4 2022.

Congress Wealth Management reported no remaining NetEase position as of Q4 2022 after selling out during the quarter.
Congress Wealth Management sold 5,976 NetEase shares in Q4 2022, an estimated $452K.
Congress Wealth Management first reported a position in NetEase in Q4 2021 and held it in 4 quarters.
Congress Wealth Management's NetEase position peaked at $639K in Q4 2021.
320 funds tracked by Wall St. Rank held NetEase as of Q4 2022.

Based on Congress Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.