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Valeo Financial Advisors’s Sea Limited SE Stock Holding History

Valeo Financial 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
Q2 		$215K Buy
+2,240
New +$197K ﹤0.01% 737
2023
Q4 		– Sell
-7,161
Closed -$315K – 707
2023
Q3 		$315K Buy
7,161
+3,389
+90% +$166K 0.01% 448
2023
Q2 		$219K Sell
3,772
-437
-10% -$31.2K 0.01% 520
2023
Q1 		$364K Buy
4,209
+157
+4% +$10.7K 0.02% 390
2022
Q4 		$211K Buy
+4,052
New +$218K 0.01% 471
2021
Q4 		– Sell
-1
Closed – – 635
2021
Q3 		$0 Buy
+1
New +$307 ﹤0.01% 619
2020
Q4 		– Sell
-45
Closed -$7K – 1836
2020
Q3 		$7K Sell
45
-741
-94% -$100K ﹤0.01% 1174
2020
Q2 		$84K Sell
786
-1,214
-61% -$87.9K 0.01% 563
2020
Q1 		$90K Buy
2,000
+1,900
+1,900% +$85.2K 0.01% 452
2019
Q4 		$4K Buy
+100
New +$3.37K ﹤0.01% 1354

Other funds holding SE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return