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Bison Wealth’s SEI Investments SEIC Stock Holding History

Bison Wealth’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
2024
Q4 		$207K Buy
+2,511
New +$197K 0.05% 300
2024
Q3 		– Sell
-2,971
Closed -$214K – 470
2024
Q2 		$214K Hold
2,971
– – 0.03% 387
2024
Q1 		$214K Sell
2,971
-331
-10% -$22K 0.03% 387
2023
Q4 		$210K Buy
+3,302
New +$193K 0.04% 373

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bison Wealth's SEIC Position: Q4 2024 in Review

Bison Wealth opened a new position in SEI Investments (SEIC) in Q4 2024: 2,511 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #300 among its holdings. This is a return to the name: Bison Wealth previously reported a position in SEIC as recently as Q2 2024.

Bison Wealth first reported a position in SEIC in Q4 2023 and has held it in 4 quarters since. The position peaked at $214K in Q2 2024. 539 funds tracked by Wall St. Rank hold SEIC as of Q4 2024.

  • Bison Wealth held 2,511 shares of SEI Investments worth $207K as of Q4 2024.
  • SEI Investments was a new Bison Wealth position in Q4 2024.
  • SEI Investments made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #300 holding.
  • Bison Wealth first reported a position in SEI Investments in Q4 2023 and has held it in 4 quarters since.
  • Bison Wealth's SEI Investments position peaked at $214K in Q2 2024.
  • 539 funds tracked by Wall St. Rank held SEI Investments as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.