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Financial Synergies Wealth Advisors’s Sea Limited SE Stock Holding History

Financial Synergies 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
2022
Q4 		– Sell
-12
Closed -$673 – 496
2022
Q3 		$673 Hold
12
– – ﹤0.01% 345
2022
Q2 		$803 Buy
+12
New +$1.02K ﹤0.01% 333
2021
Q4 		– Sell
-739
Closed -$236K – 72
2021
Q3 		$236K Buy
+739
New +$227K 0.03% 61

Other funds holding SE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Synergies Wealth Advisors's SE Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of Sea Limited (SE) in Q4 2022, closing a stake of 12 shares — an estimated $673 sold.

Financial Synergies Wealth Advisors first reported a position in SE in Q3 2021 and held it in 3 quarters. The position peaked at $236K in Q3 2021. 525 funds tracked by Wall St. Rank hold SE as of Q4 2022.

  • Financial Synergies Wealth Advisors reported no remaining Sea Limited position as of Q4 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 12 Sea Limited shares in Q4 2022, an estimated $673.
  • Financial Synergies Wealth Advisors first reported a position in Sea Limited in Q3 2021 and held it in 3 quarters.
  • Financial Synergies Wealth Advisors's Sea Limited position peaked at $236K in Q3 2021.
  • 525 funds tracked by Wall St. Rank held Sea Limited as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.