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D'Orazio & Associates’s SEI Investments SEIC Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-85
Closed -$5K – 594
2021
Q3 		$5K Buy
+85
New +$5.19K ﹤0.01% 643

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 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

D'Orazio & Associates's SEIC Position: Q4 2021 in Review

D'Orazio & Associates sold out of SEI Investments (SEIC) in Q4 2021, closing a stake of 85 shares — an estimated $5K sold.

D'Orazio & Associates first reported a position in SEIC in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 473 funds tracked by Wall St. Rank hold SEIC as of Q4 2021.

  • D'Orazio & Associates reported no remaining SEI Investments position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 85 SEI Investments shares in Q4 2021, an estimated $5K.
  • D'Orazio & Associates first reported a position in SEI Investments in Q3 2021 and held it in 1 quarter.
  • D'Orazio & Associates's SEI Investments position peaked at $5K in Q3 2021.
  • 473 funds tracked by Wall St. Rank held SEI Investments as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.