SOA Wealth Advisors’s Weibo WB Stock Holding History

SOA Wealth 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
2023 Q2	–	Sell	-18	Closed	-$361	–	976
2023 Q1	$361	Hold	18	–	–	﹤0.01%	864
2022 Q4	$344	Hold	18	–	–	﹤0.01%	869
2022 Q3	$0	Hold	18	–	–	﹤0.01%	1004
2022 Q2	$0	Hold	18	–	–	﹤0.01%	1047
2022 Q1	$0	Hold	18	–	–	﹤0.01%	1017
2021 Q4	$0	Hold	18	–	–	﹤0.01%	999
2021 Q3	$0	Hold	18	–	–	﹤0.01%	1001
2021 Q2	$0	Hold	18	–	–	﹤0.01%	976
2021 Q1	$0	Hold	18	–	–	﹤0.01%	935
2020 Q4	$1K	Buy	+18	New	+$760	﹤0.01%	772

Other funds holding WB

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

RFM

RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return

SOA Wealth Advisors's WB Position: Q2 2023 in Review

SOA Wealth Advisors sold out of Weibo (WB) in Q2 2023, closing a stake of 18 shares — an estimated $361 sold.

SOA Wealth Advisors first reported a position in WB in Q4 2020 and held it in 10 quarters. The position peaked at $1K in Q4 2020. 178 funds tracked by Wall St. Rank hold WB as of Q2 2023.

SOA Wealth Advisors reported no remaining Weibo position as of Q2 2023 after selling out during the quarter.
SOA Wealth Advisors sold 18 Weibo shares in Q2 2023, an estimated $361.
SOA Wealth Advisors first reported a position in Weibo in Q4 2020 and held it in 10 quarters.
SOA Wealth Advisors's Weibo position peaked at $1K in Q4 2020.
178 funds tracked by Wall St. Rank held Weibo as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.