Accel Wealth Management’s SEI Investments SEIC Stock Holding History

Accel Wealth Management’s Portfolio SEIC Stock Details SEIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,080	Closed	-$120K	–	736
2023 Q1	$120K	Hold	2,080	–	–	0.05%	292
2022 Q4	$121K	Hold	2,080	–	–	0.06%	216
2022 Q3	$107K	Hold	2,080	–	–	0.06%	233
2022 Q2	$110K	Hold	2,080	–	–	0.06%	221
2022 Q1	$127K	Hold	2,080	–	–	0.07%	222
2021 Q4	$127K	Hold	2,080	–	–	0.06%	227
2021 Q3	$123K	Hold	2,080	–	–	0.08%	195
2021 Q2	$129K	Hold	2,080	–	–	0.09%	202
2021 Q1	$127K	Hold	2,080	–	–	0.1%	184
2020 Q4	$120K	Buy	+2,080	New	+$114K	0.11%	182

Other funds holding SEIC

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

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Accel Wealth Management's SEIC Position: Q2 2023 in Review

Accel Wealth Management sold out of SEI Investments (SEIC) in Q2 2023, closing a stake of 2,080 shares — an estimated $120K sold.

Accel Wealth Management first reported a position in SEIC in Q4 2020 and held it in 10 quarters. The position peaked at $129K in Q2 2021. 457 funds tracked by Wall St. Rank hold SEIC as of Q2 2023.

Accel Wealth Management reported no remaining SEI Investments position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 2,080 SEI Investments shares in Q2 2023, an estimated $120K.
Accel Wealth Management first reported a position in SEI Investments in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's SEI Investments position peaked at $129K in Q2 2021.
457 funds tracked by Wall St. Rank held SEI Investments as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.