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Moss Adams Wealth Advisors’s SES AI SES Stock Holding History

Moss Adams Wealth Advisors’s Portfolio SES Stock Details SES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,000
Closed -$21.9K – 235
2024
Q4 		$21.9K Buy
+10,000
New +$5.7K ﹤0.01% 207

Other funds holding SES

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $58.1B AUM 27.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Moss Adams Wealth Advisors's SES Position: Q1 2025 in Review

Moss Adams Wealth Advisors sold out of SES AI (SES) in Q1 2025, closing a stake of 10,000 shares — an estimated $21.9K sold.

Moss Adams Wealth Advisors first reported a position in SES in Q4 2024 and held it in 1 quarter. The position peaked at $21.9K in Q4 2024. 103 funds tracked by Wall St. Rank hold SES as of Q1 2025.

  • Moss Adams Wealth Advisors reported no remaining SES AI position as of Q1 2025 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 10,000 SES AI shares in Q1 2025, an estimated $21.9K.
  • Moss Adams Wealth Advisors first reported a position in SES AI in Q4 2024 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's SES AI position peaked at $21.9K in Q4 2024.
  • 103 funds tracked by Wall St. Rank held SES AI as of Q1 2025.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.