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Consolidated Planning Corp’s SEI Investments SEIC Stock Holding History

Consolidated Planning Corp’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
Q4 		– Sell
-2
Closed – – 376
2021
Q3 		$0 Buy
+2
New +$122 ﹤0.01% 485

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BlackRock
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ACM
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Consolidated Planning Corp's SEIC Position: Q4 2021 in Review

Consolidated Planning Corp sold out of SEI Investments (SEIC) in Q4 2021, closing a stake of 2 shares.

Consolidated Planning Corp first reported a position in SEIC in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 473 funds tracked by Wall St. Rank hold SEIC as of Q4 2021.

  • Consolidated Planning Corp reported no remaining SEI Investments position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 2 SEI Investments shares in Q4 2021.
  • Consolidated Planning Corp first reported a position in SEI Investments in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's SEI Investments position peaked at $0 in Q3 2021.
  • 473 funds tracked by Wall St. Rank held SEI Investments as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.