Corient Private Wealth
SEIC icon

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
2026
Q1 		$7.18M Buy
92,288
+57,319
+164% +$4.72M 0.01% 736
2025
Q4 		$2.52M Buy
34,969
+13,304
+61% +$1.09M ﹤0.01% 1403
2025
Q3 		$1.84M Buy
21,665
+2,892
+15% +$257K ﹤0.01% 1099
2025
Q2 		$1.69M Buy
18,773
+6,438
+52% +$519K ﹤0.01% 1110
2025
Q1 		$958K Sell
12,335
-268
-2% -$21.5K ﹤0.01% 1297
2024
Q4 		$1.04M Sell
12,603
-4,446
-26% -$349K ﹤0.01% 1306
2024
Q3 		$1.18M Buy
17,049
+5,149
+43% +$344K ﹤0.01% 1324
2024
Q2 		$770K Buy
11,900
+210
+2% +$14.1K ﹤0.01% 1434
2024
Q1 		$841K Sell
11,690
-1,078
-8% -$71.6K ﹤0.01% 1372
2023
Q4 		$811K Buy
12,768
+4,131
+48% +$241K ﹤0.01% 1373
2023
Q3 		$520K Buy
+8,637
New +$531K ﹤0.01% 1480

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