SWA
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Stratos Wealth Advisors’s Sea Limited SE Stock Holding History

Stratos 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 		$358K Sell
4,324
-1,274
-23% -$137K 0.02% 449
2025
Q4 		$714K Hold
5,598
– – 0.03% 365
2025
Q3 		$1M Sell
5,598
-1,852
-25% -$317K 0.05% 318
2025
Q2 		$1.19M Buy
7,450
+217
+3% +$31.4K 0.06% 285
2025
Q1 		$944K Hold
7,233
– – 0.05% 306
2024
Q4 		$767K Hold
7,233
– – 0.04% 382
2024
Q3 		$682K Sell
7,233
-1
-0% -$75 0.03% 429
2024
Q2 		$517K Buy
7,234
+9
+0.1% +$595 0.03% 464
2024
Q1 		$388K Buy
7,225
+150
+2% +$6.9K 0.02% 508
2023
Q4 		$287K Buy
+7,075
New +$289K 0.02% 566

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Tiger Global Management
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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