FWM
SE icon

Focused Wealth Management’s Sea Limited SE Stock Holding History

Focused 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
Q4 		– Sell
-220
Closed -$9.67K – 1092
2023
Q3 		$9.67K Sell
220
-50
-19% -$2.44K ﹤0.01% 534
2023
Q2 		$15.7K Hold
270
– – ﹤0.01% 469
2023
Q1 		$23.4K Sell
270
-851
-76% -$58.1K ﹤0.01% 421
2022
Q4 		$58.3K Sell
1,121
-89
-7% -$4.8K 0.01% 286
2022
Q3 		$68K Sell
1,210
-50
-4% -$3.48K 0.01% 228
2022
Q2 		$84K Sell
1,260
-2
-0.2% -$170 0.02% 210
2022
Q1 		$151K Sell
1,262
-3
-0.2% -$423 0.02% 170
2021
Q4 		$283K Sell
1,265
-7
-0.6% -$2.09K 0.04% 140
2021
Q3 		$405K Sell
1,272
-173
-12% -$53.1K 0.07% 112
2021
Q2 		$397K Sell
1,445
-5
-0.3% -$1.27K 0.07% 109
2021
Q1 		$324K Buy
1,450
+60
+4% +$13.9K 0.06% 124
2020
Q4 		$277K Buy
1,390
+290
+26% +$51.6K 0.05% 128
2020
Q3 		$169K Buy
+1,100
New +$148K 0.04% 155

Other funds holding SE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Focused Wealth Management's SE Position: Q4 2023 in Review

Focused Wealth Management sold out of Sea Limited (SE) in Q4 2023, closing a stake of 220 shares — an estimated $9.67K sold.

Focused Wealth Management first reported a position in SE in Q3 2020 and held it in 13 quarters. The position peaked at $405K in Q3 2021. 469 funds tracked by Wall St. Rank hold SE as of Q4 2023.

  • Focused Wealth Management reported no remaining Sea Limited position as of Q4 2023 after selling out during the quarter.
  • Focused Wealth Management sold 220 Sea Limited shares in Q4 2023, an estimated $9.67K.
  • Focused Wealth Management first reported a position in Sea Limited in Q3 2020 and held it in 13 quarters.
  • Focused Wealth Management's Sea Limited position peaked at $405K in Q3 2021.
  • 469 funds tracked by Wall St. Rank held Sea Limited as of Q4 2023.

Based on Focused Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.