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Evolution Wealth Advisors’s Sea Limited SE Stock Holding History

Evolution Wealth Advisors’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
-8,461
Closed -$440K – 130
2022
Q4 		$440K Sell
8,461
-8,169
-49% -$440K 0.11% 78
2022
Q3 		$932K Buy
16,630
+127
+0.8% +$8.84K 0.26% 52
2022
Q2 		$1.1M Buy
16,503
+206
+1% +$17.6K 0.28% 48
2022
Q1 		$1.95M Buy
+16,297
New +$2.3M 0.4% 42
2021
Q4 		– Sell
-8
Closed -$3K – 538
2021
Q3 		$3K Buy
+8
New +$2.46K ﹤0.01% 622

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evolution Wealth Advisors's SE Position: Q1 2023 in Review

Evolution Wealth Advisors sold out of Sea Limited (SE) in Q1 2023, closing a stake of 8,461 shares — an estimated $440K sold.

Evolution Wealth Advisors first reported a position in SE in Q3 2021 and held it in 5 quarters. The position peaked at $1.95M in Q1 2022. 594 funds tracked by Wall St. Rank hold SE as of Q1 2023.

  • Evolution Wealth Advisors reported no remaining Sea Limited position as of Q1 2023 after selling out during the quarter.
  • Evolution Wealth Advisors sold 8,461 Sea Limited shares in Q1 2023, an estimated $440K.
  • Evolution Wealth Advisors first reported a position in Sea Limited in Q3 2021 and held it in 5 quarters.
  • Evolution Wealth Advisors's Sea Limited position peaked at $1.95M in Q1 2022.
  • 594 funds tracked by Wall St. Rank held Sea Limited as of Q1 2023.

Based on Evolution Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.