LF
WE

Lee Financial’s WeWork Inc. WE Stock Holding History

Lee Financial’s Portfolio WE Stock Details WE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4
Closed -$1K – 994
2021
Q4 		$1K Buy
+4
New +$1.47K ﹤0.01% 889

Other funds holding WE

SGA
SB Global Advisers London, United Kingdom $861M AUM 71.72% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
AACA
American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lee Financial's WE Position: Q1 2022 in Review

Lee Financial sold out of WeWork Inc. (WE) in Q1 2022, closing a stake of 4 shares — an estimated $1K sold.

Lee Financial first reported a position in WE in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 110 funds tracked by Wall St. Rank hold WE as of Q1 2022.

  • Lee Financial reported no remaining WeWork Inc. position as of Q1 2022 after selling out during the quarter.
  • Lee Financial sold 4 WeWork Inc. shares in Q1 2022, an estimated $1K.
  • Lee Financial first reported a position in WeWork Inc. in Q4 2021 and held it in 1 quarter.
  • Lee Financial's WeWork Inc. position peaked at $1K in Q4 2021.
  • 110 funds tracked by Wall St. Rank held WeWork Inc. as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.