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
2021 Q1	–	Sell	-2,000	Closed	-$16K	–	994
2020 Q4	$16K	Buy	+2,000	New	+$356K	﹤0.01%	496

Other funds holding SE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

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 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.