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Apollon Wealth Management’s SEI Investments SEIC Stock Holding History

Apollon 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
2020
Q3 		– Sell
-26
Closed -$1K – 595
2020
Q2 		$1K Buy
+26
New +$1.36K ﹤0.01% 713

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Vanguard Group
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ACM
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State Street
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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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Apollon Wealth Management's SEIC Position: Q3 2020 in Review

Apollon Wealth Management sold out of SEI Investments (SEIC) in Q3 2020, closing a stake of 26 shares — an estimated $1K sold.

Apollon Wealth Management first reported a position in SEIC in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 427 funds tracked by Wall St. Rank hold SEIC as of Q3 2020.

  • Apollon Wealth Management reported no remaining SEI Investments position as of Q3 2020 after selling out during the quarter.
  • Apollon Wealth Management sold 26 SEI Investments shares in Q3 2020, an estimated $1K.
  • Apollon Wealth Management first reported a position in SEI Investments in Q2 2020 and held it in 1 quarter.
  • Apollon Wealth Management's SEI Investments position peaked at $1K in Q2 2020.
  • 427 funds tracked by Wall St. Rank held SEI Investments as of Q3 2020.

Based on Apollon Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.