SWA
SEE

SOA Wealth Advisors’s Sealed Air SEE Stock Holding History

SOA Wealth Advisors’s Portfolio SEE Stock Details SEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$74 – 912
2024
Q1 		$74 Hold
2
– – ﹤0.01% 887
2023
Q4 		$73 Hold
2
– – ﹤0.01% 885
2023
Q3 		$66 Hold
2
– – ﹤0.01% 915
2023
Q2 		$80 Hold
2
– – ﹤0.01% 914
2023
Q1 		$92 Hold
2
– – ﹤0.01% 941
2022
Q4 		$100 Hold
2
– – ﹤0.01% 943
2022
Q3 		$0 Hold
2
– – ﹤0.01% 977
2022
Q2 		$0 Sell
2
-19
-90% -$1.2K ﹤0.01% 1007
2022
Q1 		$1K Hold
21
– – ﹤0.01% 871
2021
Q4 		$1K Hold
21
– – ﹤0.01% 847
2021
Q3 		$1K Hold
21
– – ﹤0.01% 867
2021
Q2 		$1K Sell
21
-11
-34% -$593 ﹤0.01% 843
2021
Q1 		$1K Buy
32
+16
+100% +$715 ﹤0.01% 787
2020
Q4 		$0 Buy
+16
New +$693 ﹤0.01% 879

Other funds holding SEE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return