Corient Private Wealth
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Corient Private Wealth’s SEI Investments SEIC Stock Holding History

Corient Private Wealth’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
2025
Q2 		$1.69M Buy
2025
Q1 		$958K Sell
2024
Q4 		$1.04M Sell
2024
Q3 		$1.18M Buy
2024
Q2 		$770K Buy
2024
Q1 		$841K Sell
2023
Q4 		$811K Buy
2023
Q3 		$520K Buy