American Portfolios Advisors’s SEI Investments SEIC Stock Holding History

American Portfolios Advisors’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
2022 Q3	$11.6K	Sell	236 -14	-6%	-$764	﹤0.01%	2468
2022 Q2	$13.5K	Buy	250 +16	+7%	+$900	﹤0.01%	2425
2022 Q1	$14.1K	Sell	234 -71	-23%	-$4.22K	﹤0.01%	2534
2021 Q4	$18.6K	Sell	305 -409	-57%	-$25.3K	﹤0.01%	2359
2021 Q3	$42.3K	Buy	714 +172	+32%	+$10.5K	﹤0.01%	1868
2021 Q2	$33.6K	Buy	542 +17	+3%	+$1.06K	﹤0.01%	1941
2021 Q1	$32K	Hold	525	–	–	﹤0.01%	1814
2020 Q4	$30.2K	Hold	525	–	–	﹤0.01%	1628
2020 Q3	$26.6K	Hold	525	–	–	﹤0.01%	1565
2020 Q2	$28.9K	Hold	525	–	–	﹤0.01%	1491
2020 Q1	$24.3K	Hold	525	–	–	﹤0.01%	1458
2019 Q4	$34.4K	Hold	525	–	–	﹤0.01%	1500
2019 Q3	$31.1K	Hold	525	–	–	﹤0.01%	1485
2019 Q2	$29.5K	Buy	+525	New	+$28.3K	﹤0.01%	1496
2018 Q3	–	Sell	-3,503	Closed	-$219K	–	2480
2018 Q2	$219K	Buy	3,503 +160	+5%	+$10.6K	0.03%	509
2018 Q1	$250K	Buy	3,343 +302	+10%	+$22.5K	0.04%	435
2017 Q4	$219K	Buy	+3,041	New	+$204K	0.03%	470

Other funds holding SEIC

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

American Portfolios Advisors's SEIC Position: Q3 2022 in Review

American Portfolios Advisors reduced its SEI Investments (SEIC) stake by 5.6% in Q3 2022, selling an estimated $764 and leaving 236 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

American Portfolios Advisors first reported a position in SEIC in Q4 2017 and has held it in 17 quarters since. The position peaked at $250K in Q1 2018. 433 funds tracked by Wall St. Rank hold SEIC as of Q3 2022.

American Portfolios Advisors held 236 shares of SEI Investments worth $11.6K as of Q3 2022.
American Portfolios Advisors sold 14 SEI Investments shares in Q3 2022, an estimated $764.
SEI Investments made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2468 holding.
American Portfolios Advisors first reported a position in SEI Investments in Q4 2017 and has held it in 17 quarters since.
American Portfolios Advisors's SEI Investments position peaked at $250K in Q1 2018.
433 funds tracked by Wall St. Rank held SEI Investments as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.