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Castleview Partners’s SEI Investments SEIC Stock Holding History

Castleview Partners’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
2021
Q2 		$12K Buy
+191
New +$11.9K 0.01% 652

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Castleview Partners's SEIC Position: Q2 2021 in Review

Castleview Partners opened a new position in SEI Investments (SEIC) in Q2 2021: 191 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #652 among its holdings.

440 funds tracked by Wall St. Rank hold SEIC as of Q2 2021.

  • Castleview Partners held 191 shares of SEI Investments worth $12K as of Q2 2021.
  • SEI Investments was a new Castleview Partners position in Q2 2021.
  • SEI Investments made up 0.01% of Castleview Partners's portfolio in Q2 2021, its #652 holding.
  • 440 funds tracked by Wall St. Rank held SEI Investments as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.