True Wealth Design’s Weibo WB Stock Holding History

True Wealth Design’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 Q3	–	Sell	-46,640	Closed	-$611K	–	819
2023 Q2	$611K	Buy	46,640 +7,999	+21%	+$127K	0.22%	98
2023 Q1	$775K	Buy	+38,641	New	+$790K	0.33%	72

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

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

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

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

KFA

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

RFM

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

True Wealth Design's WB Position: Q3 2023 in Review

True Wealth Design sold out of Weibo (WB) in Q3 2023, closing a stake of 46,640 shares — an estimated $611K sold.

True Wealth Design first reported a position in WB in Q1 2023 and held it in 2 quarters. The position peaked at $775K in Q1 2023. 161 funds tracked by Wall St. Rank hold WB as of Q3 2023.

True Wealth Design reported no remaining Weibo position as of Q3 2023 after selling out during the quarter.
True Wealth Design sold 46,640 Weibo shares in Q3 2023, an estimated $611K.
True Wealth Design first reported a position in Weibo in Q1 2023 and held it in 2 quarters.
True Wealth Design's Weibo position peaked at $775K in Q1 2023.
161 funds tracked by Wall St. Rank held Weibo as of Q3 2023.

Based on True Wealth Design's 13F filing for Q3 2023, filed 13 Nov 2023.