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BNC Wealth Management’s SEI Investments SEIC Stock Holding History

BNC Wealth Management’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
2020
Q4 		– Sell
-236
Closed -$12K – 394
2020
Q3 		$12K Buy
+236
New +$12.5K 0.01% 287

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BNC Wealth Management's SEIC Position: Q4 2020 in Review

BNC Wealth Management sold out of SEI Investments (SEIC) in Q4 2020, closing a stake of 236 shares — an estimated $12K sold.

BNC Wealth Management first reported a position in SEIC in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 441 funds tracked by Wall St. Rank hold SEIC as of Q4 2020.

  • BNC Wealth Management reported no remaining SEI Investments position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 236 SEI Investments shares in Q4 2020, an estimated $12K.
  • BNC Wealth Management first reported a position in SEI Investments in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's SEI Investments position peaked at $12K in Q3 2020.
  • 441 funds tracked by Wall St. Rank held SEI Investments as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.