Cary Street Partners Investment Advisory’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-196
Closed -$11.8K 1612
2023
Q3
$11.8K Sell
196
-44
-18% -$2.71K ﹤0.01% 1253
2023
Q2
$14.3K Buy
240
+196
+445% +$11.4K ﹤0.01% 1144
2023
Q1
$2.53K Hold
44
﹤0.01% 1465
2022
Q4
$2.56K Buy
+44
New +$2.48K ﹤0.01% 1468

Other funds holding SEIC

Cary Street Partners Investment Advisory's SEIC Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of SEI Investments (SEIC) in Q4 2023, closing a stake of 196 shares — an estimated $11.8K sold.

Cary Street Partners Investment Advisory first reported a position in SEIC in Q4 2022 and held it in 4 quarters. The position peaked at $14.3K in Q2 2023. 491 funds tracked by Wall St. Rank hold SEIC as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining SEI Investments position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 196 SEI Investments shares in Q4 2023, an estimated $11.8K.
  • Cary Street Partners Investment Advisory first reported a position in SEI Investments in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's SEI Investments position peaked at $14.3K in Q2 2023.
  • 491 funds tracked by Wall St. Rank held SEI Investments as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.