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Core Wealth Advisors (Florida)’s SEI Investments SEIC Stock Holding History

Core Wealth Advisors (Florida)’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
2020
Q2 		– Sell
-54
Closed -$3K – 161
2020
Q1 		$3K Buy
+54
New +$3.21K ﹤0.01% 124

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Core Wealth Advisors (Florida)'s SEIC Position: Q2 2020 in Review

Core Wealth Advisors (Florida) sold out of SEI Investments (SEIC) in Q2 2020, closing a stake of 54 shares — an estimated $3K sold.

Core Wealth Advisors (Florida) first reported a position in SEIC in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 424 funds tracked by Wall St. Rank hold SEIC as of Q2 2020.

  • Core Wealth Advisors (Florida) reported no remaining SEI Investments position as of Q2 2020 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 54 SEI Investments shares in Q2 2020, an estimated $3K.
  • Core Wealth Advisors (Florida) first reported a position in SEI Investments in Q1 2020 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s SEI Investments position peaked at $3K in Q1 2020.
  • 424 funds tracked by Wall St. Rank held SEI Investments as of Q2 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2020, filed 31 Jul 2020.