Cetera Advisor Networks’s SEI Investments SEIC Stock Holding History

Cetera Advisor Networks’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 Q1	$227K	Buy	+3,163	New	+$210K	﹤0.01%	2506
2022 Q2	–	Sell	-4,948	Closed	-$298K	–	2182
2022 Q1	$298K	Buy	4,948 +42	+0.9%	+$2.5K	﹤0.01%	1631
2021 Q4	$299K	Sell	4,906 -152	-3%	-$9.42K	﹤0.01%	1613
2021 Q3	$300K	Sell	5,058 -537	-10%	-$32.8K	﹤0.01%	1519
2021 Q2	$347K	Buy	5,595 +115	+2%	+$7.17K	﹤0.01%	1403
2021 Q1	$334K	Buy	5,480 +1,201	+28%	+$70.4K	0.01%	1079
2020 Q4	$246K	Sell	4,279 -2,104	-33%	-$115K	0.01%	1159
2020 Q3	$324K	Buy	6,383 +890	+16%	+$47K	0.01%	896
2020 Q2	$302K	Buy	+5,493	New	+$287K	0.01%	902

Other funds holding SEIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Cetera Advisor Networks's SEIC Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in SEI Investments (SEIC) in Q1 2024: 3,163 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #2506 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in SEIC as recently as Q1 2022.

Cetera Advisor Networks first reported a position in SEIC in Q2 2020 and has held it in 9 quarters since. The position peaked at $347K in Q2 2021. 476 funds tracked by Wall St. Rank hold SEIC as of Q1 2024.

Cetera Advisor Networks held 3,163 shares of SEI Investments worth $227K as of Q1 2024.
SEI Investments was a new Cetera Advisor Networks position in Q1 2024.
SEI Investments made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2506 holding.
Cetera Advisor Networks first reported a position in SEI Investments in Q2 2020 and has held it in 9 quarters since.
Cetera Advisor Networks's SEI Investments position peaked at $347K in Q2 2021.
476 funds tracked by Wall St. Rank held SEI Investments as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.