Mascoma Wealth Management’s Sea Limited SE Stock Holding History

Mascoma 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 Q2	–	Sell	-720	Closed	-$54.8K	–	571
2023 Q1	$54.8K	Hold	720	–	–	0.02%	223
2022 Q4	$37.5K	Hold	720	–	–	0.01%	266
2022 Q3	$40K	Hold	720	–	–	0.01%	255
2022 Q2	$48K	Hold	720	–	–	0.02%	240
2022 Q1	$86K	Buy	+720	New	+$101K	0.03%	204

Other funds holding SE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mascoma Wealth Management's SE Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Sea Limited (SE) in Q2 2023, closing a stake of 720 shares — an estimated $54.8K sold.

Mascoma Wealth Management first reported a position in SE in Q1 2022 and held it in 5 quarters. The position peaked at $86K in Q1 2022. 570 funds tracked by Wall St. Rank hold SE as of Q2 2023.

Mascoma Wealth Management reported no remaining Sea Limited position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 720 Sea Limited shares in Q2 2023, an estimated $54.8K.
Mascoma Wealth Management first reported a position in Sea Limited in Q1 2022 and held it in 5 quarters.
Mascoma Wealth Management's Sea Limited position peaked at $86K in Q1 2022.
570 funds tracked by Wall St. Rank held Sea Limited as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.