Blue Bell Private 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
2022
Q2
– Sell
-11
Closed -$1K – 876
2022
Q1
$1K Hold
11
– – ﹤0.01% 824
2021
Q4
$1K Buy
+11
New +$682 ﹤0.01% 807

Other funds holding SEIC

Blue Bell Private Wealth Management's SEIC Position: Q2 2022 in Review

Blue Bell Private Wealth Management sold out of SEI Investments (SEIC) in Q2 2022, closing a stake of 11 shares — an estimated $1K sold.

Blue Bell Private Wealth Management first reported a position in SEIC in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 454 funds tracked by Wall St. Rank hold SEIC as of Q2 2022.

  • Blue Bell Private Wealth Management reported no remaining SEI Investments position as of Q2 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 11 SEI Investments shares in Q2 2022, an estimated $1K.
  • Blue Bell Private Wealth Management first reported a position in SEI Investments in Q4 2021 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's SEI Investments position peaked at $1K in Q1 2022.
  • 454 funds tracked by Wall St. Rank held SEI Investments as of Q2 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.