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Sequoia Financial Advisors’s Weibo WB Stock Holding History

Sequoia Financial Advisors’s Portfolio WB Stock Details WB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,993
Closed -$238K – 328
2018
Q1 		$238K Buy
1,993
+30
+2% +$3.83K 0.03% 256
2017
Q4 		$203K Buy
+1,963
New +$203K 0.02% 286

Other funds holding WB

AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Sequoia Financial Advisors's WB Position: Q2 2018 in Review

Sequoia Financial Advisors sold out of Weibo (WB) in Q2 2018, closing a stake of 1,993 shares — an estimated $238K sold.

Sequoia Financial Advisors first reported a position in WB in Q4 2017 and held it in 2 quarters. The position peaked at $238K in Q1 2018. 292 funds tracked by Wall St. Rank hold WB as of Q2 2018.

  • Sequoia Financial Advisors reported no remaining Weibo position as of Q2 2018 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,993 Weibo shares in Q2 2018, an estimated $238K.
  • Sequoia Financial Advisors first reported a position in Weibo in Q4 2017 and held it in 2 quarters.
  • Sequoia Financial Advisors's Weibo position peaked at $238K in Q1 2018.
  • 292 funds tracked by Wall St. Rank held Weibo as of Q2 2018.

Based on Sequoia Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.