Glassman Wealth Services’s Sea Limited SE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
– Sell
-240
Closed -$9.72K – 1519
2023
Q4
$9.72K Buy
240
+41
+21% +$1.67K ﹤0.01% 890
2023
Q3
$8.75K Buy
199
+9
+5% +$440 ﹤0.01% 892
2023
Q2
$11K Sell
190
-116
-38% -$8.27K ﹤0.01% 789
2023
Q1
$26.5K Buy
306
+167
+120% +$11.4K ﹤0.01% 566
2022
Q4
$7.23K Buy
139
+40
+40% +$2.16K ﹤0.01% 921
2022
Q3
$6K Sell
99
-111
-53% -$7.72K ﹤0.01% 961
2022
Q2
$14K Buy
210
+114
+119% +$9.72K ﹤0.01% 725
2022
Q1
$11K Buy
96
+77
+405% +$10.9K ﹤0.01% 804
2021
Q4
$4K Buy
19
+9
+90% +$2.69K ﹤0.01% 1049
2021
Q3
$3K Buy
+10
New +$3.07K ﹤0.01% 1093
2021
Q2
– Sell
-50
Closed -$11K – 1622
2021
Q1
$11K Sell
50
-50
-50% -$11.6K ﹤0.01% 691
2020
Q4
$20K Buy
+100
New +$17.8K ﹤0.01% 533

Other funds holding SE

Glassman Wealth Services's SE Position: Q1 2024 in Review

Glassman Wealth Services sold out of Sea Limited (SE) in Q1 2024, closing a stake of 240 shares — an estimated $9.72K sold.

Glassman Wealth Services first reported a position in SE in Q4 2020 and held it in 12 quarters. The position peaked at $26.5K in Q1 2023. 518 funds tracked by Wall St. Rank hold SE as of Q1 2024.

  • Glassman Wealth Services reported no remaining Sea Limited position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 240 Sea Limited shares in Q1 2024, an estimated $9.72K.
  • Glassman Wealth Services first reported a position in Sea Limited in Q4 2020 and held it in 12 quarters.
  • Glassman Wealth Services's Sea Limited position peaked at $26.5K in Q1 2023.
  • 518 funds tracked by Wall St. Rank held Sea Limited as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.