WealthPLAN Partners’s Sea Limited SE Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-5	Closed	-$290	–	1005
2023 Q2	$290	Hold	5	–	–	﹤0.01%	1201
2023 Q1	$433	Buy	+5	New	+$341	﹤0.01%	1257

Other funds holding SE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthPLAN Partners's SE Position: Q3 2023 in Review

WealthPLAN Partners sold out of Sea Limited (SE) in Q3 2023, closing a stake of 5 shares — an estimated $290 sold.

WealthPLAN Partners first reported a position in SE in Q1 2023 and held it in 2 quarters. The position peaked at $433 in Q1 2023. 493 funds tracked by Wall St. Rank hold SE as of Q3 2023.

WealthPLAN Partners reported no remaining Sea Limited position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 5 Sea Limited shares in Q3 2023, an estimated $290.
WealthPLAN Partners first reported a position in Sea Limited in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Sea Limited position peaked at $433 in Q1 2023.
493 funds tracked by Wall St. Rank held Sea Limited as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.