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Delos Wealth Advisors’s SEI Investments SEIC Stock Holding History

Delos Wealth Advisors’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
Q3 		– Sell
-248
Closed -$13K – 365
2022
Q2 		$13K Hold
248
– – 0.01% 124
2022
Q1 		$15K Hold
248
– – 0.01% 133
2021
Q4 		$15K Buy
+248
New +$15.4K 0.01% 162

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Delos Wealth Advisors's SEIC Position: Q3 2022 in Review

Delos Wealth Advisors sold out of SEI Investments (SEIC) in Q3 2022, closing a stake of 248 shares — an estimated $13K sold.

Delos Wealth Advisors first reported a position in SEIC in Q4 2021 and held it in 3 quarters. The position peaked at $15K in Q1 2022. 433 funds tracked by Wall St. Rank hold SEIC as of Q3 2022.

  • Delos Wealth Advisors reported no remaining SEI Investments position as of Q3 2022 after selling out during the quarter.
  • Delos Wealth Advisors sold 248 SEI Investments shares in Q3 2022, an estimated $13K.
  • Delos Wealth Advisors first reported a position in SEI Investments in Q4 2021 and held it in 3 quarters.
  • Delos Wealth Advisors's SEI Investments position peaked at $15K in Q1 2022.
  • 433 funds tracked by Wall St. Rank held SEI Investments as of Q3 2022.

Based on Delos Wealth Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.