Baker Tilly Wealth Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $513K | Sell |
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|
2025
Q2 | $545K | Sell |
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|
2025
Q1 | $496K | Buy |
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|
2024
Q4 | $487K | Buy |
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|
2024
Q3 | $383K | Buy |
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|
2024
Q2 | $292K | Sell |
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|
2024
Q1 | $481K | Buy |
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|
2023
Q4 | $421K | Sell |
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|
2023
Q3 | $513K | Sell |
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|
2023
Q2 | $1.56M | Buy |
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|
2023
Q1 | $1.46M | Buy |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $897K | Sell |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $864K | Buy |
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|
2021
Q3 | $705K | Buy |
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|
2021
Q2 | $587K | Buy |
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|
2021
Q1 | $519K | Buy |
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