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AdvisorShares Investments’s SEI Investments SEIC Stock Holding History

AdvisorShares Investments’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
2026
Q1 		$461K Hold
5,871
– – 0.08% 160
2025
Q4 		$482K Buy
5,871
+393
+7% +$32.3K 0.08% 144
2025
Q3 		$465K Sell
5,478
-69
-1% -$6.13K 0.08% 180
2025
Q2 		$498K Sell
5,547
-373
-6% -$30.1K 0.09% 96
2025
Q1 		$457K Sell
5,920
-1,000
-14% -$80.4K 0.09% 129
2024
Q4 		$571K Buy
+6,920
New +$543K 0.11% 85
2024
Q2 		– Sell
-6,592
Closed -$474K – 324
2024
Q1 		$474K Hold
6,592
– – 0.08% 156
2023
Q4 		$419K Sell
6,592
-77
-1% -$4.49K 0.1% 173
2023
Q3 		$402K Sell
6,669
-154
-2% -$9.47K 0.11% 116
2023
Q2 		$407K Buy
+6,823
New +$397K 0.12% 116
2022
Q4 		– Sell
-8,658
Closed -$425K – 366
2022
Q3 		$425K Buy
+8,658
New +$473K 0.11% 143

Other funds holding SEIC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return