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Sugarloaf Wealth Management’s Bilibili BILI Stock Holding History

Sugarloaf Wealth Management’s Portfolio BILI Stock Details BILI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$2.37K – 713
2022
Q4 		$2.37K Hold
100
– – ﹤0.01% 657
2022
Q3 		$2K Buy
100
+25
+33% +$569 ﹤0.01% 700
2022
Q2 		$2K Buy
+75
New +$1.8K ﹤0.01% 689
2022
Q1 		– Hold
0
– – – 668

Other funds holding BILI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Sugarloaf Wealth Management's BILI Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Bilibili (BILI) in Q1 2023, closing a stake of 100 shares — an estimated $2.37K sold.

Sugarloaf Wealth Management first reported a position in BILI in Q2 2022 and held it in 3 quarters. The position peaked at $2.37K in Q4 2022. 147 funds tracked by Wall St. Rank hold BILI as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining Bilibili position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 100 Bilibili shares in Q1 2023, an estimated $2.37K.
  • Sugarloaf Wealth Management first reported a position in Bilibili in Q2 2022 and held it in 3 quarters.
  • Sugarloaf Wealth Management's Bilibili position peaked at $2.37K in Q4 2022.
  • 147 funds tracked by Wall St. Rank held Bilibili as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.