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Provenance Wealth Advisors’s Sea Limited SE Stock Holding History

Provenance Wealth Advisors’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 		$1.49K Hold
18
– – ﹤0.01% 385
2025
Q4 		$2.3K Hold
18
– – ﹤0.01% 373
2025
Q3 		$3.22K Hold
18
– – ﹤0.01% 376
2025
Q2 		$2.88K Hold
18
– – ﹤0.01% 370
2025
Q1 		$2.35K Hold
18
– – ﹤0.01% 394
2024
Q4 		$1.91K Hold
18
– – ﹤0.01% 427
2024
Q3 		$1.7K Hold
18
– – ﹤0.01% 482
2024
Q2 		$1.29K Hold
18
– – ﹤0.01% 419
2024
Q1 		$967 Hold
18
– – ﹤0.01% 486
2023
Q4 		$729 Sell
18
-25
-58% -$1.02K ﹤0.01% 556
2023
Q3 		$1.89K Buy
+43
New +$2.1K ﹤0.01% 330

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WCM Investment Management
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BlackRock
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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