Arkadios Wealth Advisors’s SEI Investments SEIC Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-74	Closed	-$4K	–	1566
2021 Q3	$4K	Hold	74	–	–	﹤0.01%	1667
2021 Q2	$4K	Buy	+74	New	+$4.61K	﹤0.01%	1780
2020 Q4	–	Sell	-74	Closed	-$4.12K	–	1472
2020 Q3	$4.12K	Hold	74	–	–	﹤0.01%	875
2020 Q2	$4.17K	Hold	74	–	–	﹤0.01%	804
2020 Q1	$3.43K	Buy	+74	New	+$4.4K	﹤0.01%	848

Other funds holding SEIC

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

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

ACM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 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

Arkadios Wealth Advisors's SEIC Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of SEI Investments (SEIC) in Q4 2021, closing a stake of 74 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in SEIC in Q1 2020 and held it in 5 quarters. The position peaked at $4.17K in Q2 2020. 473 funds tracked by Wall St. Rank hold SEIC as of Q4 2021.

Arkadios Wealth Advisors reported no remaining SEI Investments position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 74 SEI Investments shares in Q4 2021, an estimated $4K.
Arkadios Wealth Advisors first reported a position in SEI Investments in Q1 2020 and held it in 5 quarters.
Arkadios Wealth Advisors's SEI Investments position peaked at $4.17K in Q2 2020.
473 funds tracked by Wall St. Rank held SEI Investments as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.