Banque Pictet & Cie’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-34,167
Closed -$1.97M 591
2023
Q1
$1.97M Buy
34,167
+8,489
+33% +$489K 0.02% 274
2022
Q4
$1.5M Buy
25,678
+3,173
+14% +$185K 0.02% 335
2022
Q3
$1.1M Buy
22,505
+2,435
+12% +$119K 0.01% 379
2022
Q2
$1.08K Sell
20,070
-3,285
-14% -$177 0.01% 417
2022
Q1
$1.41M Sell
23,355
-18,216
-44% -$1.1M 0.01% 391
2021
Q4
$2.53M Buy
+41,571
New +$2.53M 0.02% 299