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SOA Wealth Advisors’s Sea Limited SE Stock Holding History

SOA 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 		$58K Sell
700
-725
-51% -$77.7K 0.01% 341
2025
Q4 		$182K Buy
1,425
+25
+2% +$3.7K 0.03% 212
2025
Q3 		$250K Buy
1,400
+150
+12% +$25.7K 0.04% 181
2025
Q2 		$200K Buy
1,250
+400
+47% +$57.9K 0.04% 194
2025
Q1 		$111K Buy
850
+100
+13% +$12.4K 0.02% 250
2024
Q4 		$79.6K Buy
750
+150
+25% +$15.8K 0.01% 276
2024
Q3 		$56.6K Buy
600
+150
+33% +$11.3K 0.01% 306
2024
Q2 		$32.1K Buy
+450
New +$29.7K 0.01% 368
2023
Q1 		– Sell
-125
Closed -$6.5K – 978
2022
Q4 		$6.5K Buy
+125
New +$6.74K ﹤0.01% 580
2022
Q3 		– Sell
-100
Closed -$6K – 976
2022
Q2 		$6K Sell
100
-50
-33% -$4.26K ﹤0.01% 572
2022
Q1 		$17K Buy
+150
New +$21.1K ﹤0.01% 497
2021
Q4 		– Sell
-300
Closed -$95K – 973
2021
Q3 		$95K Sell
300
-35
-10% -$10.7K 0.02% 226
2021
Q2 		$91K Buy
+335
New +$85K 0.02% 229

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