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Credential Qtrade Securities’s SEI Investments SEIC Stock Holding History

Credential Qtrade Securities’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
2022
Q4 		– Sell
-74
Closed -$3.63K – 393
2022
Q3 		$3.63K Buy
+74
New +$4.04K ﹤0.01% 322
2021
Q2 		– Sell
-18
Closed -$1.1K – 404
2021
Q1 		$1.1K Buy
+18
New +$1.05K ﹤0.01% 363

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Credential Qtrade Securities's SEIC Position: Q4 2022 in Review

Credential Qtrade Securities sold out of SEI Investments (SEIC) in Q4 2022, closing a stake of 74 shares — an estimated $3.63K sold.

Credential Qtrade Securities first reported a position in SEIC in Q1 2021 and held it in 2 quarters. The position peaked at $3.63K in Q3 2022. 444 funds tracked by Wall St. Rank hold SEIC as of Q4 2022.

  • Credential Qtrade Securities reported no remaining SEI Investments position as of Q4 2022 after selling out during the quarter.
  • Credential Qtrade Securities sold 74 SEI Investments shares in Q4 2022, an estimated $3.63K.
  • Credential Qtrade Securities first reported a position in SEI Investments in Q1 2021 and held it in 2 quarters.
  • Credential Qtrade Securities's SEI Investments position peaked at $3.63K in Q3 2022.
  • 444 funds tracked by Wall St. Rank held SEI Investments as of Q4 2022.

Based on Credential Qtrade Securities's 13F filing for Q4 2022, filed 21 Jul 2025.