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Perigon Wealth Management’s Sea Limited SE Stock Holding History

Perigon 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
2026
Q1 		– Sell
-6,348
Closed -$810K – 1399
2025
Q4 		$810K Sell
6,348
-6,283
-50% -$931K 0.01% 608
2025
Q3 		$2.26M Sell
12,631
-481
-4% -$82.4K 0.05% 327
2025
Q2 		$2.1M Buy
13,112
+560
+4% +$81.1K 0.05% 319
2025
Q1 		$1.64M Buy
12,552
+2,177
+21% +$270K 0.04% 344
2024
Q4 		$1.16M Buy
10,375
+684
+7% +$71.9K 0.03% 414
2024
Q3 		$914K Buy
9,691
+1,335
+16% +$101K 0.02% 460
2024
Q2 		$597K Buy
+8,356
New +$552K 0.02% 489
2021
Q1 		– Sell
-430
Closed -$86K – 937
2020
Q4 		$86K Buy
+430
New +$76.6K 0.01% 583

Other funds holding SE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return