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Capital Advisors Ltd’s SEI Investments SEIC Stock Holding History

Capital Advisors Ltd’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
Q3 		– Sell
-8
Closed -$1K – 1585
2024
Q2 		$1K Buy
+8
New +$538 ﹤0.01% 1284
2022
Q4 		– Sell
-60
Closed -$3K – 1586
2022
Q3 		$3K Buy
60
+49
+445% +$2.68K ﹤0.01% 772
2022
Q2 		$1K Buy
+11
New +$619 ﹤0.01% 879

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Advisors Ltd's SEIC Position: Q3 2024 in Review

Capital Advisors Ltd sold out of SEI Investments (SEIC) in Q3 2024, closing a stake of 8 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in SEIC in Q2 2022 and held it in 3 quarters. The position peaked at $3K in Q3 2022. 501 funds tracked by Wall St. Rank hold SEIC as of Q3 2024.

  • Capital Advisors Ltd reported no remaining SEI Investments position as of Q3 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 8 SEI Investments shares in Q3 2024, an estimated $1K.
  • Capital Advisors Ltd first reported a position in SEI Investments in Q2 2022 and held it in 3 quarters.
  • Capital Advisors Ltd's SEI Investments position peaked at $3K in Q3 2022.
  • 501 funds tracked by Wall St. Rank held SEI Investments as of Q3 2024.

Based on Capital Advisors Ltd's 13F filing for Q3 2024, filed 24 Oct 2024.