Artemis Wealth Advisors’s SEI Investments SEIC Stock Holding History

Artemis 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
2023 Q4	–	Sell	-660	Closed	-$39.8K	–	62
2023 Q3	$39.8K	Buy	660 +11	+2%	+$676	0.01%	42
2023 Q2	$38.7K	Buy	649 +46	+8%	+$2.68K	0.01%	45
2023 Q1	$34.7K	Sell	603 -8	-1%	-$480	0.01%	41
2022 Q4	$35.6K	Hold	611	–	–	0.01%	47
2022 Q3	$30K	Hold	611	–	–	0.01%	61
2022 Q2	$33K	Sell	611 -59	-9%	-$3.32K	0.01%	73
2022 Q1	$40.3K	Buy	670 +58	+9%	+$3.45K	0.01%	37
2021 Q4	$37.3K	Buy	612 +11	+2%	+$682	﹤0.01%	59
2021 Q3	$35.6K	Buy	601 +237	+65%	+$14.5K	0.01%	58
2021 Q2	$22.6K	Sell	364 -9	-2%	-$561	﹤0.01%	65
2021 Q1	$22.7K	Buy	+373	New	+$21.9K	﹤0.01%	58

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Artemis Wealth Advisors's SEIC Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of SEI Investments (SEIC) in Q4 2023, closing a stake of 660 shares — an estimated $39.8K sold.

Artemis Wealth Advisors first reported a position in SEIC in Q1 2021 and held it in 11 quarters. The position peaked at $40.3K in Q1 2022. 491 funds tracked by Wall St. Rank hold SEIC as of Q4 2023.

Artemis Wealth Advisors reported no remaining SEI Investments position as of Q4 2023 after selling out during the quarter.
Artemis Wealth Advisors sold 660 SEI Investments shares in Q4 2023, an estimated $39.8K.
Artemis Wealth Advisors first reported a position in SEI Investments in Q1 2021 and held it in 11 quarters.
Artemis Wealth Advisors's SEI Investments position peaked at $40.3K in Q1 2022.
491 funds tracked by Wall St. Rank held SEI Investments as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.