CWP
SEI

CFM Wealth Partners’s Solaris Energy Infrastructure SEI Stock Holding History

CFM Wealth Partners’s Portfolio SEI Stock Details SEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-7,200
Closed -$53K – 473
2020
Q2 		$53K Hold
7,200
– – 0.02% 277
2020
Q1 		$38K Hold
7,200
– – 0.02% 299
2019
Q4 		$98K Buy
+7,200
New +$86.6K 0.04% 213

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Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

CFM Wealth Partners's SEI Position: Q3 2020 in Review

CFM Wealth Partners sold out of Solaris Energy Infrastructure (SEI) in Q3 2020, closing a stake of 7,200 shares — an estimated $53K sold.

CFM Wealth Partners first reported a position in SEI in Q4 2019 and held it in 3 quarters. The position peaked at $98K in Q4 2019. 107 funds tracked by Wall St. Rank hold SEI as of Q3 2020.

  • CFM Wealth Partners reported no remaining Solaris Energy Infrastructure position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 7,200 Solaris Energy Infrastructure shares in Q3 2020, an estimated $53K.
  • CFM Wealth Partners first reported a position in Solaris Energy Infrastructure in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Solaris Energy Infrastructure position peaked at $98K in Q4 2019.
  • 107 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.