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Merriman Wealth Management’s Sea Limited SE Stock Holding History

Merriman 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
2022
Q4 		– Sell
-5,012
Closed -$281K – 225
2022
Q3 		$281K Buy
+5,012
New +$349K 0.02% 136

Other funds holding SE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Merriman Wealth Management's SE Position: Q4 2022 in Review

Merriman Wealth Management sold out of Sea Limited (SE) in Q4 2022, closing a stake of 5,012 shares — an estimated $281K sold.

Merriman Wealth Management first reported a position in SE in Q3 2022 and held it in 1 quarter. The position peaked at $281K in Q3 2022. 525 funds tracked by Wall St. Rank hold SE as of Q4 2022.

  • Merriman Wealth Management reported no remaining Sea Limited position as of Q4 2022 after selling out during the quarter.
  • Merriman Wealth Management sold 5,012 Sea Limited shares in Q4 2022, an estimated $281K.
  • Merriman Wealth Management first reported a position in Sea Limited in Q3 2022 and held it in 1 quarter.
  • Merriman Wealth Management's Sea Limited position peaked at $281K in Q3 2022.
  • 525 funds tracked by Wall St. Rank held Sea Limited as of Q4 2022.

Based on Merriman Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.